Wealth Management Internship In-Office (San Diego)
Corient
Corient in San Diego is seeking a summer intern to support the financial planning team. The role involves preparing client presentation materials such as projections, cash flow reports, and estate planning summaries, and assisting with customized planning templates.
You will review client data, analyze financial topics, and help manage documents while collaborating with colleagues. The position requires strong communication, organization, and a client-focused mindset.
#J-18808-LjbffrVacancy posted 22 hours ago
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