Wealth Management Internship UHNW Client Planning
Corient · Saint Petersburg, Florida, USA
- {Internship}
About the role
Corient in St. Petersburg, FL is seeking a motivated student intern for a summer role in financial planning support. The position involves preparing materials for client presentations, summarizing financial data, and assisting with education projections and cash flow reports.
You will work onsite four days a week, 40 hours, gaining exposure to risk management, retirement planning, taxes, estate planning, and charitable activities while developing Excel skills and client service abilities. #J-18808-Ljbffr