Wealth Management Intern (Summer 2027, Houston)

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, legal, etc. Also remove application instructions (none). Must not create sections with filler like "commensurate with experience". We need to parse the posting. Let's extract content: First paragraph: "Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you." That's about the role/company. Could be "About the role" or "About Corient". We'll use "About the role". Location: Houston, TX (5x a week in the office) Duration: June-August 2027 Hours: 40 hrs/week These are metadata: location, duration, hours. Could be placed under a short

maybe under "About the role" or separate? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it. So we can include location, duration, hours in a paragraph under About the role or separate small paragraph. Probably include as a short

after the about section. Key Responsibilities: list bullet points. Key Competencies: list bullet points (these are skills/competencies). Could be under Skills or Requirements. The headings we have: Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content. Responsibilities: the bullet list under "Key Responsibilities". Requirements: maybe education and credentials? Also physical requirements, US eligibility, etc. Could be under Requirements. Qualifications: maybe education and credentials? Actually "Education and Credentials:" is a section. Could be Qualifications. Skills: Key Competencies list. Benefits: "What You Can Expect from Us" list of benefits. Pay: not mentioned. So we should NOT include Pay section. Schedule: we have Hours: 40 hrs/week, also location mentions 5x a week in the office, also "This position is required to work onsite 4 days per week." There's some conflict: earlier says 5x a week in the office, later says required to work onsite 4 days per week. Both are schedule info. We can include schedule info under Schedule section if we have real specific content. We have hours per week and days per week. So we can include Schedule. We must not include filler like "not specified". We have actual specifics. Now we need to ensure we don't repeat content. Let's extract each piece. About the role: first paragraph plus maybe location/duration/hours? We'll keep location/duration/hours as a short paragraph after About. Responsibilities: bullet list. Requirements: includes Physical Requirements, U.S. Eligibility Requirements, maybe also "Must be willing to execute Corient’s Employee Agreement..." etc. Also "Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027" is education, but that could be under Qualifications. Let's separate. Qualifications: Education and Credentials bullet list (currently pursuing bachelor's degree, rising junior/senior, demonstrates extraordinary client service attitude, team player, upholds high standards, maintains confidentiality). Also maybe "Basic understanding of financial planning and investment concepts." etc? Actually those are under Key Competencies? Let's see: after Education and Credentials there is a list: "Demonstrates an extraordinary client service attitude. Team player who can assist, mentor, and inspire others. Upholds high standards of professionalism, ethics, and integrity. Maintains strict confidentiality regarding client and firm matters." That's under Education and Credentials? Actually the text: "Education and Credentials:Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027Demonstrates an extraordinary client service attitude.Team player who can assist, mentor, and inspire others.Upholds high standards of professionalism, ethics, and integrity.Maintains strict confidentiality regarding client and firm matters." It seems they concatenated without spaces. So we need to parse: Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027. Demonstrates an extraordinary client service attitude. Team player who can assist, mentor, and inspire others. Upholds high standards of professionalism, ethics, and integrity. Maintains strict confidentiality regarding client and firm matters. Thus Qualifications includes education and those attributes. Skills: Key Competencies list: 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. Benefits: list under "What You Can Expect from Us": 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, Paid Professional Designations, Giving back to the community - Volunteer days. Also maybe other benefits like "Corient is the world’s largest multi-family office..." that's more about company, not benefit. Schedule: Hours: 40 hrs/week, location: 5x a week in the office, also "This position is required to work onsite 4 days per week." We'll combine: Expected to work 40 hours per week, onsite 4-5 days per week (as per location). We'll phrase as given. Pay: not present, so omit. Now we need to output HTML fragment with

headings and

• for lists,

  for prose. We must not include any extra markup like or . Just the fragment. We need to ensure we don't include boilerplate like EEO, legal, etc. Remove those paragraphs at the end: "We are an equal opportunity employer..." etc. Also remove "This position description is intended to provide a general overview..." etc. Also remove "Corient refers to the separate but affiliated entities..." etc. Now craft HTML. Structure:

  About the role

  Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

  Location: Houston, TX (5x a week in the office) • Duration: June-August 2027 • Hours: 40 hrs/week

  Then Responsibilities:

  Responsibilities

  • 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.
  Qualifications:

  Qualifications

  • Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027.
  • Demonstrates an extraordinary client service attitude.
  • Team player who can assist, mentor, and inspire others.
  • Upholds high standards of professionalism, ethics, and integrity.
  • Maintains strict confidentiality regarding client and firm matters.
  Skills:

  Skills

  • 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.
  Benefits:

  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
  • Paid Professional Designations
  • Giving back to the community - Volunteer days
  Schedule:

  Schedule

  Expected to work 40 hours per week, onsite 4‑5 days per week (June‑August 2027).

  We should not include Pay section. Check for any duplicated content: we have location/duration/hours in About section paragraph; we also repeated duration in Schedule. That's okay but maybe we could avoid duplication. However the instruction: preserve ALL substantive information; do not invent or summarize away detail. So we need to keep location/duration/hours somewhere. We placed them in About section paragraph. Then Schedule we gave a summary. That's okay but we are repeating duration and hours. Could we instead put location/duration/hours in a separate short paragraph under About and not repeat in Schedule? But Schedule needs to have real specific content; we could put the schedule details there and not duplicate in About. However we still need to convey location and duration somewhere; we could put them in About but not repeat hours/duration in Schedule. Let's adjust: About section paragraph includes location and duration only, not hours. Then Schedule includes hours and onsite days. Let's extract location: "Houston, TX (5x a week in the office)". Duration: "June-August 2027". So About paragraph: include location and duration. Schedule