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Wealth Planning Intern – ‑Net‑Worth Focus

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Corient Services LLC
Full Time, Part Time, Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Business Internship, Wealth Management, Finance Assistant
Salary/Wage Range or Industry Benchmark: 21000 - 30000 USD Yearly USD 21000.00 30000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Intern – High‑Net‑Worth Focus

Corient in Dallas, TX is seeking a summer intern to support financial planning activities for UHNW clients. You’ll prepare client presentation materials, analyze financial topics, and help maintain client and firm documents, collaborating with advisors and staff.

The role emphasizes attention to detail, teamwork, and confidentiality. You must be pursuing a bachelor’s degree and be available June–August 2027, on-site 4 days per week, 40 hours weekly.

Step into the Wealth Planning Intern – High‑Net‑Worth Focus role at Corient Services LLC in Dallas, TX, United States and grow with us.

This is a great opportunity to take on the Wealth Planning Intern – High‑Net‑Worth Focus role at Corient Services LLC.

As a Wealth Planning Intern – High‑Net‑Worth Focus, you will play an important part at Corient Services LLC in Dallas, TX, United States.

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