About the role#
Corient is hiring a Wealth Management Intern for the Summer 2027 term. This is a full-time, paid position based in our Chicago office. You will work 40 hours per week from June through August 2027.
What you'll do#
- Prepare materials for client presentations, including financial independence and education projections, net worth statements, cash flow reports, budgets, and estate planning summaries.
- Review, summarize, and analyze data regarding various financial aspects of a client's life.
- Create customized financial planning templates for use in client meetings.
- Conduct research on financial planning topics as needed.
- Manage client and firm documents within the internal document management system.
What you'll need#
- Current pursuit of a bachelor’s degree in Finance, Economics, Business Administration, or Accounting.
- Proficiency in Microsoft Office Suite, specifically Excel.
- A basic understanding of financial planning and investment concepts.
- You must be 18 years of age or older.
- Unrestricted work authorization to work in the United States.
Location & details#
- Location: Chicago, Illinois.
- Work Modality: This role is on-site at our Chicago office.
- Compensation: $35.50 per hour.
About Corient
Corient operates as a wealth manager and multi-family office. It provides financial services to high-net-worth individuals, families, and businesses. The firm maintains a partnership model to connect local expertise with global resources. It is based in Miami and employs 1,860 people.
How to get in at Corient
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