Wealth Management Intern (Summer 2027, San Diego)
Corient · San Diego, CA · 1 mo ago
On-siteAnalyst$37/hrFull-time
We need to output HTML fragment with sections: headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting. Posting includes: - Intro 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". Use heading "About the role". Provide
. - Location: San Diego, CA (5x a week in the office) Duration: June-August 2027 Hours: 40 hrs/week These are metadata; we should not create headings for Job ID etc. We can fold minor metadata into a short
or drop it. Probably include location, duration, hours in a paragraph under maybe "Details". But we have no heading for that unless we create a section like "Job Details". However instructions: Use headings only for the listed section names; we shouldn't invent new headings like "Job Details". So we should embed location/duration/hours into a paragraph perhaps under About the role or maybe not include them? But we must preserve ALL substantive information; we cannot drop location/duration/hours. So we need to include them somewhere. Could put them in a
after the intro, not under a heading. That's allowed: we can have
elements not under headings? The instruction: Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use - for any list of duties/requirements/benefits, and
for prose. It doesn't forbid having
outside headings. So we can have a paragraph for location/duration/hours.
- Key Responsibilities: list bullet points.
- Key Competencies: list bullet points (these could be Skills or Requirements). We need to map to sections: Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We have responsibilities list. We have competencies list (skills). We have Education and Credentials: list bullet points (these could be Qualifications). Also there is "Pay Information" with hourly rate $37.00 USD per hour. Also mention non-exempt, etc. That's pay details. Also "Physical Requirements" etc. Might be considered Requirements? But we can include under Requirements or Qualifications. However we should not create sections with filler like "not specified". We have actual content for Pay: hourly rate. So we can create a Pay section with
Pay
and $37.00 USD per hour
plus maybe note non-exempt etc. Also we have Schedule: "This position is required to work onsite 4 days per week." Also earlier: Hours: 40 hrs/week, Location: San Diego, CA (5x a week in the office) Duration: June-August 2027 Hours: 40 hrs/week. There's some redundancy. The schedule: 40 hrs/week, onsite 4 days per week (but earlier says 5x a week in the office? Actually location says (5x a week in the office) but later says required to work onsite 4 days per week. Conflict but we keep both as substantive. We'll include schedule info.
Benefits: list under "What You Can Expect from Us": bullet list of benefits. So we can create Benefits section with - .
We also have "U.S. Eligibility Requirements", "Physical Requirements", etc. Those could go under Requirements or Qualifications. We'll combine into Requirements section.
We must not repeat job title as heading. No job title given explicitly; it's implied intern? Not needed.
We must not include boilerplate like EEO, legal, etc. Remove those.
We must not include application instructions.
We must preserve all substantive information.
Let's extract substantive content:
Intro paragraph (about Corient and role). We'll keep.
Location, Duration, Hours: we can combine into a paragraph: "Location: San Diego, CA (5 days a week in the office). Duration: June–August 2027. Hours: 40 hours per week."
Key Responsibilities bullet list:
- 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 bullet list (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.
Education and Credentials bullet list (Qualifications/Requirements):
- 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 Information:
- This position is non-exempt and is paid according to the laws of the State of California.
- The pay for this position is $37.00 USD per hour.
- We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
We could summarize but must preserve all substantive information; we cannot invent or summarize away detail. However we can keep the sentences as is; it's okay to keep them in a paragraph.
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.
What You Can Expect from Us (Benefits):
List bullet points:
- 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
Additional description about Corient (the world’s largest multi-family office etc.) maybe considered About the role or company description. We can include in About the role paragraph.
We must not include EEO boilerplate at end. Remove that.
We also must not include "This position description is intended to provide a general overview..." etc. That's boilerplate; remove.
Also remove "Corient refers to the separate but affiliated entities..." etc. That's boilerplate; remove.
Now structure:
We'll have:
About the role
Intro paragraph + location/duration/hours + Corient description maybe.
Responsibilities
...
Skills
...
Qualifications
...
Pay
Pay details.
Schedule
Schedule details (40 hrs/week, onsite 4 days per week, location etc maybe). But we already included location/duration/hours in About the role; we could still have Schedule section with specifics: "40 hours per week; required to work onsite 4 days per week." We'll keep.
Benefits
...
We might also include Requirements section for physical/eligibility but we already have Qualifications covering education/credentials; we could add Requirements for physical/eligibility. However we must not create thin sections; but we have substantive content for physical requirements and eligibility. Could combine into Requirements section.
Let's create:
Requirements
...
for physical and eligibility.
But we also have education/credentials which could be Qualifications. So we will have both Qualifications and Requirements.
Check if we have content for each:
- About the role: yes.
- Responsibilities: yes.
- Skills: yes (competencies).
- Qualifications: education and credentials (education, client service attitude, team player, professionalism, confidentiality).
- Requirements: physical requirements and US eligibility.
- Pay: yes.
- Schedule: yes (hours, onsite days).
- Benefits: yes.
We must avoid duplication: location/duration/hours maybe appear in About the role and Schedule; we can keep location/duration/hours in About the role and Schedule just about hours/onsite. But we can keep location/duration/hours in About the role and Schedule just mention hours/onsite. However we already have location/duration/hours in About the role; we can still include schedule specifics.
Let's craft About the role paragraph:
"Join a team that values your ambition and empowers your growth. At Corient, we help high
for prose. It doesn't forbid having
outside headings. So we can have a paragraph for location/duration/hours. - Key Responsibilities: list bullet points. - Key Competencies: list bullet points (these could be Skills or Requirements). We need to map to sections: Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have responsibilities list. We have competencies list (skills). We have Education and Credentials: list bullet points (these could be Qualifications). Also there is "Pay Information" with hourly rate $37.00 USD per hour. Also mention non-exempt, etc. That's pay details. Also "Physical Requirements" etc. Might be considered Requirements? But we can include under Requirements or Qualifications. However we should not create sections with filler like "not specified". We have actual content for Pay: hourly rate. So we can create a Pay section with
Pay
and$37.00 USD per hour
plus maybe note non-exempt etc. Also we have Schedule: "This position is required to work onsite 4 days per week." Also earlier: Hours: 40 hrs/week, Location: San Diego, CA (5x a week in the office) Duration: June-August 2027 Hours: 40 hrs/week. There's some redundancy. The schedule: 40 hrs/week, onsite 4 days per week (but earlier says 5x a week in the office? Actually location says (5x a week in the office) but later says required to work onsite 4 days per week. Conflict but we keep both as substantive. We'll include schedule info. Benefits: list under "What You Can Expect from Us": bullet list of benefits. So we can create Benefits section with- .
We also have "U.S. Eligibility Requirements", "Physical Requirements", etc. Those could go under Requirements or Qualifications. We'll combine into Requirements section.
We must not repeat job title as heading. No job title given explicitly; it's implied intern? Not needed.
We must not include boilerplate like EEO, legal, etc. Remove those.
We must not include application instructions.
We must preserve all substantive information.
Let's extract substantive content:
Intro paragraph (about Corient and role). We'll keep.
Location, Duration, Hours: we can combine into a paragraph: "Location: San Diego, CA (5 days a week in the office). Duration: June–August 2027. Hours: 40 hours per week."
Key Responsibilities bullet list:
- 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 bullet list (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.
Education and Credentials bullet list (Qualifications/Requirements):
- 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 Information:
- This position is non-exempt and is paid according to the laws of the State of California.
- The pay for this position is $37.00 USD per hour.
- We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
We could summarize but must preserve all substantive information; we cannot invent or summarize away detail. However we can keep the sentences as is; it's okay to keep them in a paragraph.
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.
What You Can Expect from Us (Benefits):
List bullet points:
- 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
Additional description about Corient (the world’s largest multi-family office etc.) maybe considered About the role or company description. We can include in About the role paragraph.
We must not include EEO boilerplate at end. Remove that.
We also must not include "This position description is intended to provide a general overview..." etc. That's boilerplate; remove.
Also remove "Corient refers to the separate but affiliated entities..." etc. That's boilerplate; remove.
Now structure:
We'll have:
About the role
Intro paragraph + location/duration/hours + Corient description maybe.
Responsibilities
- ...
Skills
- ...
Qualifications
- ...
Pay
Pay details.
Schedule
Schedule details (40 hrs/week, onsite 4 days per week, location etc maybe). But we already included location/duration/hours in About the role; we could still have Schedule section with specifics: "40 hours per week; required to work onsite 4 days per week." We'll keep.
Benefits
- ...
Requirements
- ...