Financial Planning Intern – Wealth Management

Job Description

Wealth Management Intern (Summer 2027, Denver) | Corient

The Tone:
This is a full-time internship at Corient, located in Denver, CO, for Summer 2027. Corient is the world’s largest multi-family office and non-bank wealth manager, dedicated to serving ultra-high- and high-net-worth clients. This role is vital in supporting the team to help clients preserve their wealth for future generations and manage their financial lives. The company values contributions and supports intern growth within the wealth management sector.

The TL;DR
• Role: Internship
• Type: Full-time
• Location: In-person Denver, CO
• Pay: $35.5 hourly
• Team: Supports multiple team members within the wealth management department.
• Mission: This person helps prepare essential financial planning and client presentation materials to support high- and ultra-high-net-worth clients in preserving their wealth and achieving their financial goals.
• Tech Stack: Microsoft Office Suite, Excel

What You’ll Actually Do
• Prepare Client Presentations: Compile various financial reports and summaries for client meetings, including net worth statements and estate planning summaries.
• Analyze Client Finances: Review and summarize client financial information related to risk management, retirement planning, benefits, and taxes.
• Customize Planning Templates: Develop tailored financial planning tools and templates for use in client meetings.
• Research Financial Topics: Investigate specific financial planning subjects as needed to support client strategies.
• Manage Client Documents: Organize and maintain client and firm documents efficiently within the document management system.

The Must-Haves
• Background: Currently pursuing a bachelor’s degree, ideally a rising junior or senior by summer 2027.
• Experience: Conceptual understanding of financial planning, investment concepts, insurance, estate planning, and tax principles.
• Skills: Effective workload management, strong communication (oral and written), exceptional organizational skills with acute attention to detail, strong analytical and problem-solving skills, proficiency in Microsoft Office Suite including Excel.
• Bonus: Demonstrates an extraordinary client service attitude, team player capabilities, high standards of professionalism, ethics, and integrity, and maintains strict confidentiality.