Wealth Management Intern - UHNW Client Planning

Corient Services LLC; Houston (TX); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

AD&D Insurance

Short/Long-term Disability

Maternity & Parental Leave

FSA/HSA accounts

Commuter & Transit FSA

Perkspot discount program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks motivated undergraduates for a summer 2027 role in Houston. You will assist in preparing client materials and financial planning summaries, review information, and help create planning templates for meetings.

You’ll maintain documents and support firm projects while representing Corient professionally to clients and colleagues. The position is office-based in Houston, requires 40 hours/week for June–August 2027, and targets rising juniors/seniors pursuing a bachelor's degree with a

Qualifications

• Currently pursuing a bachelor’s degree; rising junior or senior for Summer 2027.
• Strong client service attitude and ethics.
• Excellent written and verbal communication; attention to detail.

Responsibilities

• Prepare client presentation materials: projections, cash flow, and statements.
• Summarize and analyze financial information: risk, retirement, taxes, estate planning.
• Create customized planning templates for meetings; research topics as needed.
• Maintain and organize client documents in the management system.
• Contribute to firm projects and departmental initiatives as requested.
• Represent Corient positively to clients and outside professionals.

Skills

Communication

Detail oriented

Analytical thinking

Multitasking

Time management

Financial concepts

Client service

Interpersonal skills

Team player

Professionalism

Education

Pursuing bachelor’s degree

Tools

Excel

Microsoft Office

Job description

Corient seeks motivated undergraduates for a summer 2027 role in Houston. You will assist in preparing client materials and financial planning summaries, review information, and help create planning templates for meetings.

You’ll maintain documents and support firm projects while representing Corient professionally to clients and colleagues. The position is office-based in Houston, requires 40 hours/week for June–August 2027, and targets rising juniors/seniors pursuing a bachelor's degree with a