Wealth Management Intern (Summer 2027, Seattle)

Location, Duration, and Schedule

Seattle, WA (5 days a week in the office). Duration: June‑August 2027. 40 hrs/week. Required onsite 4 days per week.

Key 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.

Competencies

• Effective workload management.
• Strong oral and written communication skills 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; ideally a rising junior or senior in summer 2027. Demonstrates an extraordinary client service attitude, teamwork, professionalism, ethics, integrity, and strict confidentiality.

Physical Requirements

Ability to work in an office environment, including prolonged periods of sitting at a desk and working on a computer. May need to lift up to 15 pounds. Reasonable accommodations will be provided for individuals with disabilities.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States (U.S. citizens or permanent residents; exceptions may be made based on skill shortages).
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.
• Participation in E‑Verify and provision of Form I‑9 information.

Pay

Non‑exempt position paid at $37.00 USD per hour, in accordance with Washington State law.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer‑paid dental, vision, life, and AD&D insurance.
• Employer‑paid short‑term and long‑term disability.
• Paid maternity and parental leave.
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).
• Dependent Care FSA.
• Commuter & transit FSA.
• Corporate discount program – Perkspot.
• Training reimbursement and paid professional designations.
• Volunteer days for community service.