Wealth Planning Intern: Denver, CO (Summer… at Corient · US-CO-Den…

Summary: Corient is a wealth management platform that assists high- and ultra-high-net-worth individuals and families in preserving their wealth for future generations. The Wealth Planning Intern will prepare materials for client presentations, analyze financial information, and assist in the development of customized financial planning templates. 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 Required Qualifications: - Currently pursuing a bachelor's degree and ideally will be a rising junior or senior come summer 2026 (rising sophomores are welcome to apply) - 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 - Must be 18 years of age or older - Must have unrestricted work authorization to work in the United States - Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement Preferred Qualifications: - Basic understanding of financial planning and investment concepts - Familiarity with insurance, estate planning, and tax principles - Proficiency in Microsoft Office Suite, including Excel - 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 Required Skills: Financial planning knowledge, Microsoft Office Suite Important Skills: Analytical skills, Organizational skills Nice-to-Have Skills: Client service attitude, Communication skills, Team player, Attention to detail Internship Start Date: Start in 2026 Summer 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