Wealth Planning Internship Opportunity
2 weeks ago
Are you a motivated and ambitious individual looking to launch your career in wealth planning? Do you have a passion for helping high-net-worth individuals and families achieve their financial goals? Look no further than Corient Private Wealth LLC, a leading wealth management platform in the United States.
About the RoleWe are seeking a talented and detail-oriented Wealth Planning Intern to join our team. As a Wealth Planning Intern, you will have the opportunity to work closely with our experienced wealth planning professionals to develop and implement comprehensive financial plans for our clients. Your responsibilities will include:
- Preparing financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries
- Reviewing, summarizing, and analyzing 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
- Assisting in preparing customized financial planning templates for client meetings
- Researching financial planning topics as needed
- Managing client and firm documents in our document management system
- Contributing to firm projects and departmental initiatives as requested
To succeed in this role, you will need to possess the following skills and 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
As a Wealth Planning Intern at Corient Private Wealth LLC, you can expect a dynamic and supportive work environment that offers:
- Flexible and hybrid work program
- 401(k) plan with employer matching
- Four medical plan options that are generously subsidized by Corient
- Employer-paid dental, vision, and life and AD&D insurance
- Employer-paid short-term and long-term disability
- Paid maternity and parental leave
- Flexible spending accounts and health savings accounts
- Dependent care FSA
- Commuter and transit FSA
- Corporate discount program - Perkspot
- Training reimbursement
- Paid professional designations
- Giving back to the community - volunteer days
We are committed to creating a safe, healthy, and respectful environment that values diversity, equity, and inclusion. If you are a motivated and ambitious individual looking to launch your career in wealth planning, we encourage you to apply for this exciting opportunity.
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