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Wealth Management Intern: UHNW Client

Job in Shaker Heights, Cuyahoga County, Ohio, USA
Listing for: CI Financial
Seasonal/Temporary, Apprenticeship/Internship position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 25000 - 30000 USD Yearly USD 25000.00 30000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Intern: UHNW Client Experience

Corient is offering a summer internship in Shaker Heights, OH, focused on supporting financial planning activities for high‑net‑worth clients. The role involves preparing client materials, analyzing financial information, and assisting in planning templates under supervision.

You'll gain hands-on experience in risk management, retirement planning, estate and tax concepts, while learning to manage documents and collaborate across teams.

Step into the Wealth Management Intern: UHNW Client Experience role at CI Financial in Shaker Heights, OH, United States and grow with us.

We are currently recruiting a Wealth Management Intern: UHNW Client Experience for our team in Shaker Heights, OH, United States.

This is a genuine position to take on the Wealth Management Intern: UHNW Client Experience role at CI Financial.

As a Wealth Management Intern: UHNW Client Experience, you will play an important part at CI Financial in Shaker Heights, OH, United States.

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