Wealth Planning Intern: Columbus, OH

5 days ago

Columbus, Ohio, United States Corient Private Wealth LLC Full time
Financial Planning Internship Opportunity

At Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented Financial Planning Intern to join our team. As a Financial Planning Intern, you will have the opportunity to gain valuable experience in the financial planning industry while supporting our Financial Planning Team.

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 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 Private Wealth LLC positively to clients, outside professionals, and the public.
Requirements:
  • Currently pursuing a bachelor's degree and ideally will be a rising junior or senior come summer 2025 (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.
What We Offer:
  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient Private Wealth LLC
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days
About Corient Private Wealth LLC:

We are one of the fastest-growing wealth management platforms in the United States, serving more than 10,000 clients and managing over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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