Wealth Management Intern (Summer 2027, Houston)

CI Financial
Houston, Texas, United States
Intern
Hybrid
Trainee
0+
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 1 month ago

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Excellent 4.7

Job summary

Join a summer internship program in wealth management designed for students pursuing a bachelor's degree, focusing on financial planning, client presentation preparation, research, document management, and professional conduct.

Responsibilities

The intern will prepare financial presentation materials, including net worth statements, cash flow reports, and estate planning summaries. They will also assist in analyzing financial data and managing client documentation within the firm's systems.

Qualifications

analytical skills communication skills estate planning Excel financial planning insurance investment concepts Microsoft Office Suite problem-solving skills tax principles

Candidates must be currently pursuing a bachelor's degree, ideally as a rising junior or senior by summer 2027. Applicants must possess strong analytical skills, proficiency in Microsoft Office, and the ability to work onsite in Houston.

English

Benefits

  • 401(k) Plan with Employer Matching
  • Medical Plan
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • AD&D Insurance
  • Short-term Disability
  • Long-term Disability
  • Paid Maternity Leave
  • Paid Parental Leave
  • Flexible Spending Accounts
  • Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program
  • Training Reimbursement
  • Paid Professional Designations
  • Volunteer days

Company

CI Financial

CI Financial

linkedin
Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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