Wealth Management Intern - Client Impact & Growth

CI Financial; Denver (CO); Sur place; USD 40 000 - 57 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Medical plans

Dental/ Vision

Disability insurance

Paid parental leave

FSA/HSA

Résumé du poste

Corient in Denver, CO is seeking a summer intern to support the Wealth Planning team. You will prepare client presentation materials, including financial projections, net worth statements, and budgets, while reviewing and summarizing various financial aspects of clients’ lives.

You will assist in creating planning templates, researching topics, and managing documents. This non-exempt role is paid hourly and onsite four days per week, for June through August 2027.

Qualifications

• Pursuing a bachelor’s degree with strong client service mindset.
• Ability to work under deadlines and manage multiple tasks.
• Willingness to learn and collaborate across teams.

Responsabilités

• Prepare materials for client presentations (financial projections, statements, budgets).
• Review and summarize financial information across risk, retirement, taxes, estate planning.
• Assist in creating customized planning templates for client meetings.
• Research financial planning topics as needed.
• Manage documents in the firm’s system.
• Support firm projects and initiatives.
• Represent Corient positively to clients and external partners.

Connaissances

Workload management

Communication

Attention to detail

Multitasking

Analytical thinking

Formation

Pursuing bachelor’s degree (rising junior/senior, 2027)

Outils

Microsoft Office (Excel)

Description du poste

Corient in Denver, CO is seeking a summer intern to support the Wealth Planning team. You will prepare client presentation materials, including financial projections, net worth statements, and budgets, while reviewing and summarizing various financial aspects of clients’ lives.

You will assist in creating planning templates, researching topics, and managing documents. This non-exempt role is paid hourly and onsite four days per week, for June through August 2027.