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 Denver 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, and budgets.
- Review, summarize, and analyze data related to risk management, retirement planning, benefits, taxes, estate plans, gifting, and charitable endeavors.
- Assist in the creation of customized financial planning templates for client meetings.
- Research financial planning topics as required.
- Manage client and firm documents within the internal document management system.
- Contribute to firm projects and represent Corient to clients and outside professionals.
What you'll need#
- Current enrollment in a bachelor's degree program, ideally as a rising junior or senior.
- Basic understanding of financial planning and investment concepts.
- Familiarity with insurance, estate planning, and tax principles.
- Proficiency in the Microsoft Office Suite, specifically Excel.
- Strong communication and organizational skills with attention to detail.
- Ability to handle multiple tasks and take direction from various team members.
- Unrestricted work authorization in the United States.
Location & details#
- Location: Denver, Colorado.
- Modality: On-site, 4 days per week.
- 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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