Wealth Strategy Intern for UHNW Clients

Corient Services LLC; Portland (ME); In loco; USD 39.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Maternity & Parental Leave

FSA & HSA

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Diverse employee programs

Descrizione del lavoro

Corient is seeking a driven intern in Portland, ME to support financial planning activities and client materials preparation. You will assist with analyses that inform wealth planning, from projections to cash flow reports, while maintaining confidentiality and professionalism.

You will join a team that emphasizes client service excellence, ethics, and collaboration, with opportunities to learn and contribute to various planning initiatives.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Workload management

Communication skills

Organizational skills

Multitasking

Analytical thinking

Problem solving

Speed and accuracy

Financial planning basics

Insurance, estate planning, and tax理解

Formazione

Bachelor’s degree in progress

Strumenti

Excel

Descrizione del lavoro

Corient is seeking a driven intern in Portland, ME to support financial planning activities and client materials preparation. You will assist with analyses that inform wealth planning, from projections to cash flow reports, while maintaining confidentiality and professionalism.

You will join a team that emphasizes client service excellence, ethics, and collaboration, with opportunities to learn and contribute to various planning initiatives.