Wealth Strategy Intern — Client Impact & Growth

Corient; Indianapolis (IN); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plans

Dental Vision Life Insurance

Short/Long-Term Disability

Parental Leave

FSA/Health Savings Accounts

Commuter FSA

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking a summer intern in Indianapolis to support client-facing financial planning activities. The role requires preparing materials for client presentations and assisting with planning templates, while gaining exposure to risk management, retirement planning, taxes, estate planning, gifting, and education considerations.

The internship runs June–August 2027, 40 hours per week, with onsite work four days a week.

Qualifications

• Bachelor\'s degree in progress; rising junior or senior by Summer 2027.
• Strong client service attitude and professionalism.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations such as financial projections and summaries.
• Review, summarize, and analyze financial information related to client life aspects.
• 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, outside professionals, and the public.

Skills

Excel

Communication skills

Organizational skills

Analytical skills

Teamwork

Education

Pursuing bachelor\'s degree (rising junior or senior by Summer 2027)

Tools

Microsoft Office Suite

Job description

Corient is seeking a summer intern in Indianapolis to support client-facing financial planning activities. The role requires preparing materials for client presentations and assisting with planning templates, while gaining exposure to risk management, retirement planning, taxes, estate planning, gifting, and education considerations.

The internship runs June–August 2027, 40 hours per week, with onsite work four days a week.