About the role#
Corient is hiring a Wealth Management Intern for the Summer 2027 term. This full-time, paid internship is based in Portland, Maine, and operates on a hybrid schedule. You will work with a team dedicated to high-net-worth individuals and families, focusing on financial strategy and wealth preservation.
What you'll do#
- Prepare materials for client presentations, including financial independence projections, net worth statements, and cash flow reports.
- Review, summarize, and analyze client data regarding retirement planning, tax principles, estate plans, and charitable endeavors.
- Assist in the creation of customized financial planning templates.
- Conduct research on financial planning topics.
- Manage client and firm documents within the internal document management system.
- Contribute to firm projects and departmental initiatives.
- Represent the firm to clients, outside professionals, and the public.
What you'll need#
- Currently pursuing a bachelor’s degree in Finance, Economics, or Business Administration, ideally as a rising junior or senior by summer 2027.
- Proficiency in Microsoft Office Suite, specifically Excel.
- A basic understanding of financial planning, investment concepts, insurance, and estate planning.
- Strong analytical, problem-solving, and organizational skills with acute attention to detail.
- Ability to manage multiple tasks concurrently and work quickly to meet deadlines.
- Excellent oral and written communication skills.
- A commitment to high standards of professionalism, ethics, and strict client confidentiality.
- You must be at least 18 years of age.
Location & details#
- Location: Portland, Maine.
- Term: Summer 2027.
- Work Modality: Hybrid (requires working onsite 4 days per week).
- Employment Type: Full-time.
- Compensation: $34.50 per hour.
- Eligibility: Must have unrestricted work authorization to work in the United States.
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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