Wealth Management Intern: Client Focus & Planning

Corient; Denver, Northern (CO, KY); Hybrid; USD 40,000 - 57,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans

Dental, Vision & Life Insurance

Disability Insurance

Maternity & Parental Leave

Flexible Spending Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient, a leading multi-family office in Denver, seeks a summer Analyst to support financial planning tasks for high-net-worth clients. The role involves preparing client materials, analyzing financial data, and maintaining documents, in a collaborative team environment.

The ideal candidate is pursuing a bachelor's degree (rising junior/senior) with strong client service mindset, exceptional organization, and proficient MS Office skills.

Qualifications

• Pursuing a bachelor’s degree, rising junior or senior by summer 2027.
• Demonstrates extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare client presentation materials (financial independence, projections, net worth, cash flow, budgets, estate planning).
• Review and summarize financial information across risk management, retirement, taxes, gifting, and education.
• Assist in creating customized financial planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Contribute to firm projects and departmental initiatives.
• Represent Corient positively to clients and outside professionals.

Skills

Workload management

Communication

Organization

Multitasking

Analytical thinking

Detail orientation

Financial concepts

Excel

Education

Bachelor's degree student (rising junior or senior)

Tools

Microsoft Office

Excel

Job description

Corient, a leading multi-family office in Denver, seeks a summer Analyst to support financial planning tasks for high-net-worth clients. The role involves preparing client materials, analyzing financial data, and maintaining documents, in a collaborative team environment.

The ideal candidate is pursuing a bachelor's degree (rising junior/senior) with strong client service mindset, exceptional organization, and proficient MS Office skills.