Wealth Planning Intern — UHNW Client Solutions

Corient Services LLC; Columbus (OH); On-site; USD 25,000 - 30,000; Part time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental & Vision Insurance

Disability Insurance

Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Professional Development

Volunteer Days

Job summary

Corient is seeking a summer Financial Planning Internship in Columbus, OH. You will prepare materials for client presentations and assist in financial planning templates as part of a collaborative team.

Must be currently pursuing a bachelor’s degree; rising junior or senior preferred. This on-site program runs June–August 2027, 40 hours per week, with professional development and exposure to wealth-management practices.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
• Demonstrates an extraordinary client service attitude and team-oriented mindset.

Responsibilities

• Prepare materials for client presentations, such as financial projections and cash flow reports.
• Review, summarize, and analyze financial information related to a client's life.
• Assist in preparing 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 professionals.

Skills

Microsoft Office

Excel

Education

Bachelor's degree

Job description

Corient is seeking a summer Financial Planning Internship in Columbus, OH. You will prepare materials for client presentations and assist in financial planning templates as part of a collaborative team.

Must be currently pursuing a bachelor’s degree; rising junior or senior preferred. This on-site program runs June–August 2027, 40 hours per week, with professional development and exposure to wealth-management practices.