Wealth Planning Intern — UHNW Client Impact

Corient; Washington; Presencial; USD 40 000 - 57 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Match

Medical options

Dental & Vision

Life Insurance

Disability

Parental Leave

Training Reimbursement

Professional designations

Volunteer days

Resumo da oferta

Corient in Denver, CO is seeking a summer internship for a rising junior or senior pursuing a bachelor’s degree. The role includes preparing client presentation materials, financial planning analyses, and assisting with document management. Work is 40 hours per week in-office, four days a week.

You will gain hands-on exposure to wealth planning concepts, support advisors, and contribute to projects in a premier multi-family office environment.

Qualificações

• Pursuing a bachelor’s degree; rising junior or senior by summer 2027.
• Strong client service attitude and professionalism.
• Ability to maintain confidentiality and work ethically.

Responsabilidades

• Prepare client presentation materials (financial projections, net worth, cash flow).
• Review and summarize financial information across risk, retirement, taxes, and estate planning.
• Assist in creating planning templates for client meetings.
• Research financial planning topics as needed.
• Manage documents in the firm’s system.
• Support firm projects and represent Corient positively.

Conhecimentos

Communication

Organization

Analytical thinking

Teamwork

Attention to detail

Formação académica

Bachelor’s degree in progress (summer 2027)

Ferramentas

Excel

Microsoft Office

Descrição da oferta de emprego

Corient in Denver, CO is seeking a summer internship for a rising junior or senior pursuing a bachelor’s degree. The role includes preparing client presentation materials, financial planning analyses, and assisting with document management. Work is 40 hours per week in-office, four days a week.

You will gain hands-on exposure to wealth planning concepts, support advisors, and contribute to projects in a premier multi-family office environment.