About the role#
This is a full-time Wealth Management Internship for Summer 2027 based in Wayne, Pennsylvania. You will work on-site 40 hours per week to support our team in delivering wealth strategy and investment management services to high-net-worth clients. This is a paid position.
What you'll do#
- Prepare materials for client presentations, including financial independence and education projections.
- Review, summarize, and analyze information regarding risk management, retirement planning, benefits, taxes, and estate plans.
- Assist in the creation of customized financial planning templates for client meetings.
- Manage client and firm documents within our document management system.
- Conduct research on financial planning topics as required by the team.
What you'll need#
- You are currently pursuing a bachelor’s degree in Finance, Business Administration, Economics, or Accounting.
- Proficiency in Microsoft Office Suite, specifically Excel.
- A basic understanding of investment concepts and financial planning.
- You must be at least 18 years of age.
- You must have unrestricted work authorization to work in the United States.
Location & details#
- Location: Wayne, Pennsylvania.
- Work Modality: On-site.
- Term: June through August 2027.
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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