Teams at Corient

Collect and analyze client financial data, prepare visuals and preliminary financial plans, support wealth strategists with tax, estate, insurance, gifting and college planning, monitor and rebalance portfolios, handle operations (wires, journals, account openings), conduct investment research, manage CRM workflows, and support the Wealth Planning Team in delivering comprehensive plans for high- and ultra-high-net-worth clients.

Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, developing planning templates, researching planning topics, and managing client documents. The intern also contributes to departmental initiatives and maintains professional, confidential relationships with clients and colleagues. The role requires strong organization, communication, analytical ability, attention to detail, and familiarity with financial planning, investment, insurance, estate planning, and tax concepts.

Supports wealth advisors and planning teams serving high-net-worth clients. Responsibilities include preparing financial plans, investment reports, tax and estate analyses, gathering client data, researching projections, documenting meetings, coordinating client service execution, and identifying client observations. The associate works under close supervision, supports client relationships, attends networking events, and develops financial planning and investment expertise while pursuing CFP credentials.