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Wealth Planning Intern: Charlotte, NC

1 month ago

Red Oak, North Carolina, United States Corient Private Wealth LLC Full time
Key Responsibilities:
  • Prepare comprehensive financial plans for clients, 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.
  • Conduct research on financial planning topics as needed.
  • Manage client and firm documents in the document management system.
  • Contribute to firm projects and departmental initiatives as requested.
Key Competencies:
  • Effective workload management.
  • Strong communication skills, both oral and written, with 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.
  • Basic understanding of financial planning and investment concepts.
  • Familiarity with insurance, estate planning, and tax principles.
  • Proficiency in Microsoft Office Suite, including Excel.
Education and Credentials:
  • 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.
Physical Requirements:
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
  • Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements:
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement.