Wealth Management Intern: UHNW Client Services

CI Financial; Portland (ME); On-site; USD 39,000 - 56,000; Full time

Benefits offered by this job

401(k) Matching

Medical plans

Dental/Vision/Life insurance

Disability insurance

Maternity & Parental Leave

Flexible Spending Accounts / Health FS

Commuter/Transit FS

Perkspot discount program

Training reimbursement

Professional designations support

Volunteer days

Job summary

Corient seeks a motivated individual pursuing a bachelor’s degree to support financial planning for high-net-worth clients. You will prepare client materials, summarize financial data, and assist in creating planning templates.

The role emphasizes client service, confidentiality, and teamwork. You’ll collaborate with senior planners, maintain organized documents, and contribute to projects while representing the firm professionally.

Qualifications

• Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Upholds high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze information related to various financial aspects of a client’s life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.
• Assist in preparing customized financial planning templates for client meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Contribute to firm projects and departmental initiatives as requested.
• Represent Corient positively to clients, outside professionals, and the public.

Skills

Client service

Communication

Organization

Multitasking

Analytical

Financial basics

MS Excel

Education

Pursuing bachelor's degree (summers 2027)

Tools

MS Office

Job description

Corient seeks a motivated individual pursuing a bachelor’s degree to support financial planning for high-net-worth clients. You will prepare client materials, summarize financial data, and assist in creating planning templates.

The role emphasizes client service, confidentiality, and teamwork. You’ll collaborate with senior planners, maintain organized documents, and contribute to projects while representing the firm professionally.