Wealth Planning Intern: UHNW Client Services (Cincinnati)

Corient; Cincinnati (OH); Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Job summary

Corient in Cincinnati, OH is seeking a summer intern to support financial planning activities for high-net-worth clients. The role involves preparing materials for client meetings, analyzing financial data, and helping with planning templates.

You are currently pursuing a bachelor’s degree and will be rising junior or senior by summer 2027; onsite work 4 days/week, strong Excel and professionalism required. This program offers exposure to wealth management and career development.

Qualifications

• Pursuing a bachelor’s degree with rising junior/senior status by summer 2027.
• Strong Excel skills and professional demeanor.
• Ability to work onsite in Cincinnati, OH 4 days per week.

Responsibilities

• Prepare materials for client presentations, such as financial projections and statements.
• Review, summarize, and analyze financial information across risk management, retirement planning and taxes.
• Assist in creating customized financial planning templates for client meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Contribute to firm projects and departmental initiatives as requested.
• Represent Corient positively to clients and outside professionals.

Skills

Microsoft Excel

Communication

Attention to detail

Education

Bachelor’s degree candidate

Job description

Corient in Cincinnati, OH is seeking a summer intern to support financial planning activities for high-net-worth clients. The role involves preparing materials for client meetings, analyzing financial data, and helping with planning templates.

You are currently pursuing a bachelor’s degree and will be rising junior or senior by summer 2027; onsite work 4 days/week, strong Excel and professionalism required. This program offers exposure to wealth management and career development.