Wealth Management Intern (Summer 2027, Indianapolis)
Corient · Greater Indianapolis · 1 mo ago
FinanceFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We need to parse the job posting.
First, we need to extract "About the role" content: The opening 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. So we can have
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real content.
We need to parse the job posting.
First, we need to extract "About the role" content: The opening 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. So we can have About the role
with
containing that text. Location, Duration, Hours: "Location: Indianapolis, IN (5x a week in the office) Duration: June-August 2027 Hours: 40 hrs/week". This is metadata; we can fold into 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 a
with location, duration, hours. Responsibilities: list bullet points after "Key Responsibilities". We'll create
Responsibilities
with- each.
Key Competencies: these are skills/qualities. Could be under Skills or Requirements. The instruction: Use headings for sections like Skills, Requirements, Qualifications. We need to decide where to place competencies. Likely Skills. Also "Education And Credentials" is qualifications. Also "Physical Requirements", "U.S. Eligibility Requirements", "What You Can Expect From Us" (benefits). Also "Corient is the world’s largest..." is more about company, maybe part of About the role.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At the end there is EEO statement etc. That's boilerplate; we should remove.
Also "This position description is intended to provide a general overview..." is boilerplate; remove.
Also "Corient refers to the separate but affiliated entities..." maybe also boilerplate; remove.
We need to include Benefits section: "What You Can Expect From Us" lists benefits: 401(k) Plan with Employer Matching, Four Medical Plan options..., 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. That's benefits.
Pay: Not mentioned; no pay info. So we should NOT include Pay section.
Schedule: Not explicitly given besides hours 40 hrs/week and location 5x a week in office. Could be schedule but not explicit. The instruction: never create Pay/Schedule/Benefits sections unless the posting actually states them. Schedule not explicitly stated; we have hours but not schedule like shift times. Might be considered schedule? Safer to not include Schedule section unless explicit. We have "Hours: 40 hrs/week" which is maybe schedule but not explicit days. Could treat as part of metadata. We'll not create Schedule section.
Requirements: Could include Education And Credentials, Physical Requirements, U.S. Eligibility Requirements. We'll combine into Requirements section maybe with subpoints? But we need to use
- for any list of duties/requirements/benefits. So we can have Requirements heading with list items.
Qualifications: maybe Education And Credentials could be qualifications. But we already have Requirements; we could split: Requirements (physical, eligibility) and Qualifications (education). However instruction: prefer a few substantive sections over many thin ones. So maybe combine education and credentials into Requirements as well. But we have separate headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose to include Requirements and Qualifications separately if we have content. Let's see:
Education And Credentials: "Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 (rising sophomores are welcome to apply)". That's qualification.
Also "Demonstrates an extraordinary client service attitude." etc. That's more like competencies/skills.
Thus we could have Qualifications heading with education bullet.
Skills heading with competencies list.
Requirements heading with Physical Requirements and U.S. Eligibility Requirements.
Let's extract each.
Physical Requirements: "This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.This position may require the ability to lift up to 15 pounds.This position is required to work onsite 4 days per week."
Note earlier location said 5x a week in office; here says 4 days per week. We'll keep both? Might be contradictory but we preserve as is.
U.S. Eligibility Requirements: list of items: Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions... etc. Also Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Also E-Verify details. That's a lot; we need to preserve all substantive information. We'll include as list items.
Now Benefits: as above.
Now Skills: Key Competencies list.
Now Responsibilities: list.
Now About the role: include opening paragraphs plus maybe the description about Corient being world's largest multi-family office etc. That's substantive; we can include in About the role.
We must not include boilerplate like EEO statement at end, also the sentence about position description general overview, and Corient refers to separate but affiliated entities.
Now produce HTML fragment.
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: Indianapolis, IN (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.
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.
Qualifications
- Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 (rising sophomores are welcome to apply)
Requirements
- Physical Requirements: This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.
- U.S. Eligibility Requirements: Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
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
- for any list of duties/requirements/benefits. So we can have Requirements heading with list items.
Qualifications: maybe Education And Credentials could be qualifications. But we already have Requirements; we could split: Requirements (physical, eligibility) and Qualifications (education). However instruction: prefer a few substantive sections over many thin ones. So maybe combine education and credentials into Requirements as well. But we have separate headings list: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose to include Requirements and Qualifications separately if we have content. Let's see:
Education And Credentials: "Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 (rising sophomores are welcome to apply)". That's qualification.
Also "Demonstrates an extraordinary client service attitude." etc. That's more like competencies/skills.
Thus we could have Qualifications heading with education bullet.
Skills heading with competencies list.
Requirements heading with Physical Requirements and U.S. Eligibility Requirements.
Let's extract each.
Physical Requirements: "This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.This position may require the ability to lift up to 15 pounds.This position is required to work onsite 4 days per week."
Note earlier location said 5x a week in office; here says 4 days per week. We'll keep both? Might be contradictory but we preserve as is.
U.S. Eligibility Requirements: list of items: Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions... etc. Also Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
Also E-Verify details. That's a lot; we need to preserve all substantive information. We'll include as list items.
Now Benefits: as above.
Now Skills: Key Competencies list.
Now Responsibilities: list.
Now About the role: include opening paragraphs plus maybe the description about Corient being world's largest multi-family office etc. That's substantive; we can include in About the role.
We must not include boilerplate like EEO statement at end, also the sentence about position description general overview, and Corient refers to separate but affiliated entities.
Now produce HTML fragment.
Structure: