Wealth Planning Intern - Elevate Client Outcomes
CI Financial
Corient in Newport Beach, CA is seeking a summer Planning Associate to support financial planning teams for high- and ultra-high-net-worth clients. You will prepare client materials, summarize information, and help build templates for meetings. The role requires pursuing a bachelor’s degree, strong communication, organization, and proficiency with Microsoft Excel. This on-site internship runs from June to August 2027 and pays $38.45 per hour on a non-exempt basis. #J-18808-Ljbffr CI Financial
Vacancy posted 4 days ago
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