About the role#
This summer internship offers an opportunity to gain hands-on experience in wealth management. You will work directly with our team to support high-net-worth clients by preparing financial materials and managing essential documentation. This is a full-time, paid position based in our Houston office.
What you'll do#
- Prepare client presentation materials, including financial independence and education projections.
- Review and analyze financial data related to retirement planning, risk management, taxes, and estate plans.
- Assist in the creation of customized financial planning templates for use in client meetings.
- Research specific financial planning topics as required by the team.
- Manage client and firm documents within our internal document management system.
What you'll need#
- Currently pursuing a bachelor's degree in Finance, Business Administration, Economics, or Accounting.
- A basic understanding of financial planning and investment concepts.
- Proficiency in the Microsoft Office Suite, specifically Excel.
- Must be at least 18 years of age.
- Unrestricted work authorization to work in the United States.
Location & details#
- Location: Houston, Texas.
- Schedule: This is a full-time, on-site role requiring attendance 4 days per week.
- Duration: Summer 2027 (June through August).
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
Applying to Corient early gives you a distinct advantage because recruiters review the first wave of candidates before the volume becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, helping you secure a spot at the front of the queue. You will find that being among the first to submit your materials helps you stand out in a competitive field. Use Intern Insider to track these openings so you can act immediately when a position goes live. Reaching out to the right person often yields better results than submitting an application into a general portal. Intern Insider surfaces the recruiters behind Corient roles, allowing you to contact them directly to ask about the position or request a referral. This direct approach often improves your response rate and helps you move past the standard application process.
