Wealth Planning Intern In-Office Summer, Chicago

Posted 3 days ago

corientBrooklyn (NY)

Personal Financial Advisors Oilseed and Grain Combination Farming

SENIORITY

Intern

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About the role

Corient offers a summer internship in Chicago for a student pursuing a bachelor's degree. The role involves preparing client materials, analyzing financial information, and assisting in creating planning templates. You will work in-office four days a week, gaining hands-on experience with a broad range of wealth-management topics. The position emphasizes client service, confidentiality, and collaboration within a team, with opportunity to learn about taxes, estate planning, and risk management

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.