Wealth Strategy Intern for UHNW Clients

CI Financial; Atlanta (GA); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) with employer matching

Medical plan options

Dental, Vision & Life Insurance

Disability coverage

Paid Maternity & Parental Leave

Flexible Spending & Health Savings</p>

Job summary

Corient is seeking a motivated student for a summer internship in financial planning in Atlanta. You will prepare materials for client meetings, summarize client information, and help create customized planning templates.

You will research topics and manage documents, contributing to firm projects while representing Corient professionally. Work involves 40 hours per week, onsite four days, with June–August 2027 as the duration.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 (rising sophomores are welcome to apply)
• Demonstrates an extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Upholds high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze information related to various financial aspects of a client’s life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.
• 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

Workload management

Communication

Organization

Multitasking

Analytical skills

Meet deadlines

Financial planning basics

Insurance knowledge

Estate planning knowledge

Tax principles knowledge

Education

Bachelor's degree in progress

Tools

Microsoft Office

Excel

Job description

Corient is seeking a motivated student for a summer internship in financial planning in Atlanta. You will prepare materials for client meetings, summarize client information, and help create customized planning templates.

You will research topics and manage documents, contributing to firm projects while representing Corient professionally. Work involves 40 hours per week, onsite four days, with June–August 2027 as the duration.