Wealth Planning Intern In-Office Summer, Chicago

L1

corientBrooklyn, NY3 days ago
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
Apply now
Apply now

Level

InternL1

Location

Brooklyn, NY

Occupation

Personal Financial Advisors

Industry

Oilseed and Grain Combination Farming

Posted

3 days ago

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