Wealth Management Intern (Summer 2027, New York City)

Corient is a wealth management firm serving high- and ultra-high-net-worth individuals and families. The Wealth Management Intern will support financial planning and client service activities by preparing presentation materials, analyzing client financial information, conducting research, managing documents, and contributing to firm initiatives.

What you'll do:

• Prepare materials for client presentations, such as financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries
• Review, summarize, and analyze information related to various financial aspects of a client's life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education
• Assist in preparing customized financial planning templates for client meetings
• Research financial planning topics as needed
• Manage client and firm documents in the document management system
• Contribute to firm projects and departmental initiatives as requested
• Represent Corient positively to clients, outside professionals, and the public

What they're looking for:

• * Effective workload management
• * Strong communication skills, both oral and written, with excellent interpersonal abilities
• * Exceptional organizational skills with acute attention to detail
• * Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members
• * Strong analytical and problem-solving skills
• * Capability to work quickly and accurately to meet deadlines
• * Basic understanding of financial planning and investment concepts
• * Familiarity with insurance, estate planning, and tax principles
• * Proficiency in Microsoft Office Suite, including Excel
• * Currently pursuing a bachelor's degree
• * Demonstrates an extraordinary client service attitude
• * Team player who can assist, mentor, and inspire others

Benefits:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement