Wealth Strategy Intern – UHNW Client Experience

Corient Services LLC; Cincinnati (OH); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability insurance

Parental Leave

Flexible Spending Accounts & Health

Job summary

Corient invites motivated students to join as an internship team member in Cincinnati for Summer 2027. You will prepare client presentation materials and financial planning summaries, then help analyze financial planning topics and related research.

You will support the team by organizing documents, assisting with templates, and liaising with clients and professionals while gaining practical wealth-management exposure.

Qualifications

• Prepare materials for client presentations and financial planning summaries.
• Review, summarize, and analyze information related to financial aspects of a client’s life.
• Assist in preparing customized financial planning templates for client meetings.

Responsibilities

• Manage client documents in the document management system.
• Represent Corient positively to clients, outside professionals, and the public.
• Contribute to firm projects and departmental initiatives as requested.

Skills

Strong communication skills

Attention to detail

Organizational skills

Multitasking

Analytical skills

Problem solving

Education

Bachelor’s degree in progress

Tools

Microsoft Office

Excel

Job description

Corient invites motivated students to join as an internship team member in Cincinnati for Summer 2027. You will prepare client presentation materials and financial planning summaries, then help analyze financial planning topics and related research.

You will support the team by organizing documents, assisting with templates, and liaising with clients and professionals while gaining practical wealth-management exposure.