Wealth Management Intern (Summer 2027, Cincinnati)

About the Role

Corient is seeking a Wealth Management Intern for Summer 2027 in Cincinnati, OH. This is a full-time, onsite position (40 hrs/week) from June to August 2027.

Key Responsibilities

• Prepare materials for client presentations, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze client financial information related to 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 within the document management system.
• Contribute to firm projects and departmental initiatives.
• Represent Corient positively to clients, outside professionals, and the public.

Requirements & Tech Stack

• Microsoft Office Suite, including Excel.
• Basic understanding of financial planning and investment concepts.
• Familiarity with insurance, estate planning, and tax principles.

Qualifications

• Currently pursuing a bachelor’s degree, ideally a rising junior or senior for Summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player with the ability to assist, mentor, and inspire others.
• Upholds high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality regarding client and firm matters.
• Effective workload management.
• Strong communication skills (oral and written) and excellent interpersonal abilities.
• Exceptional organizational skills with acute attention to detail.
• Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members.
• Strong analytical and problem-solving skills.
• Capability to work quickly and accurately to meet deadlines.
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Physical Requirements

• Ability to work in an office environment, including prolonged periods of sitting and working on a computer.
• May require the ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.