Wealth Management Intern: UHNW Client Solutions & Planning

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

Benefits offered by this job

401(k) Match

Medical plans

Dental/Vision/Life

Short-term & Long-term Disability

Parental Leave

Flexible Spending Accounts

Commuter Benefits

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient in Portland, ME is seeking a driven student to support comprehensive financial planning services for high-net-worth clients. You will prepare materials for client meetings, summarize life-financial information, and assist in creating planning templates under guidance.

Ideal candidates are pursuing a bachelor's degree, eager to learn, with strong communication, organization, and Excel skills. This non-exempt, onsite role offers growth within a leading multi-family office, with competitive

Qualifications

• Extraordinary client service attitude.
• Team player who can assist, mentor, and inspire others.
• Maintains high standards of professionalism, ethics and integrity.
• Strict confidentiality regarding client and firm matters.

Responsibilities

• Prepare materials for client presentations and planning summaries.
• Review, summarize, and analyze financial information across life aspects.
• Assist in preparing customized financial planning templates for meetings.
• Research financial planning topics as needed.
• Manage client and firm documents in the document management system.
• Represent Corient positively to clients and outside professionals.
• Communicate effectively with strong interpersonal abilities and meet deadlines.
• Maintain excellent organizational skills and attention to detail.

Skills

Communication skills

Attention to detail

Analytical skills

Multitasking

Team player

Education

Pursuing bachelor’s degree (rising junior/senior)

Tools

Microsoft Excel

Job description

Corient in Portland, ME is seeking a driven student to support comprehensive financial planning services for high-net-worth clients. You will prepare materials for client meetings, summarize life-financial information, and assist in creating planning templates under guidance.

Ideal candidates are pursuing a bachelor's degree, eager to learn, with strong communication, organization, and Excel skills. This non-exempt, onsite role offers growth within a leading multi-family office, with competitive