Wealth Management Intern

About the Role

• Internship duration: June-August 2027
• Location: St. Petersburg, FL (5 days a week in the office)
• Hours: 40 hrs/week
• Pay: $34.50 USD per hour (non-exempt)

Key Responsibilities

• Prepare materials for client presentations, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
• Review, summarize, and analyze information related to 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.
• Manage client and firm documents in the document management system.
• Contribute to firm projects and departmental initiatives.
• Represent Corient positively to clients, outside professionals, and the public.

Key Competencies

• Effective workload management.
• Strong communication skills (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; ideally a rising junior or senior for summer 2027.
• Demonstrates an extraordinary client service attitude.
• Team player.
• Upholds high standards of professionalism, ethics, and integrity.
• Maintains strict confidentiality.

Physical Requirements

• Ability to work in an office environment, including prolonged periods of sitting and working on a computer.
• May require the ability to lift up to 15 pounds.
• 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.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options
• 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
• Volunteer days