Wealth Management Intern (Summer 2027, New York City)
Corient · New York, NY · 1 mo ago
On-siteAnalyst$38.45/hrFull-time
Location: New York, NY (5x a week in the office)
Duration: June–August 2027
Hours: 40 hrs/week
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.
Key Competencies
- 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.
Education and Credentials
- 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.
Pay
This position is non-exempt and is paid according to the laws of the State of New York. The pay for this position is $38.45 USD per hour.
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