Wealth Planning Intern Client Impact & Growth

Posted 3 days ago

corientDallas (TX)

Financial and Investment AnalystsPortfolio Management and Investment Advice

SENIORITY

Intern

About the role

Corient in Dallas, TX is seeking a summer intern to assist with client materials, financial planning analysis, and documentation. You will prepare projections, calendars, and reports for client meetings, while supporting senior planners with research and template development. The role emphasizes communication, confidentiality, and a client-first approach, with onsite work four days a week during the June–August 2027 program. #J-18808-Ljbffr

Before you apply

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

Your profile is current

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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.