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Wealth Planning Intern UHNW Clients

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: CI Financial
Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Wealth Planning Intern for UHNW Clients

Corient in Chicago, IL is seeking a motivated undergraduate student for a summer internship focused on client materials and financial planning support. You will prepare presentations, analyze client life information, and help create planning templates under supervision.

Role involves on-site work four days per week, exposure to risk management, taxes, estate planning, and investment concepts, and collaboration with a professional team to deliver client-focused solutions.

We are seeking a motivated Wealth Planning Intern for UHNW Clients to join CI Financial in Chicago, IL, United States.

The position is based in Chicago, IL, United States.

This opportunity is part of our work in Human Resources, Management & Operations.

The advertised compensation is  - .

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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