Wealth Management Intern (Summer 2027, Portland, ME)
About The Position
Corient is hiring a Wealth Management Intern for Summer 2027 in Portland, Maine. The intern will support wealth management and financial planning work for high- and ultra-high-net-worth individuals and families. Responsibilities include preparing client presentation materials and customized financial planning templates; reviewing, summarizing, and analyzing information about clients’ financial circumstances; researching planning topics; maintaining client and firm records; and contributing to firm projects and departmental initiatives. The role calls for strong organization, communication, analytical skills, attention to detail, professionalism, and confidentiality. The position is non-exempt and pays $34.50 per hour. It requires working onsite four days per week in an office environment.
Requirements
- Currently pursuing a bachelor’s degree; ideally a rising junior or senior by Summer 2027.
- Demonstrates an extraordinary client service attitude.
- Works well as a team player and can assist, mentor, and inspire others.
- Upholds high standards of professionalism, ethics, and integrity.
- Maintains strict confidentiality regarding client and firm matters.
- Effective workload management.
- Strong oral and written communication skills and excellent interpersonal abilities.
- Exceptional organizational skills and 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.
- Ability 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.
- Must be at least 18 years of age.
- Must have unrestricted U.S. work authorization; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.
Nice To Haves
- Ideally be a rising junior or senior in a bachelor’s degree program by Summer 2027.
Responsibilities
- Prepare client presentation materials, including financial independence and education projections, net worth statements, cash flow reports, budgets, and insurance and estate planning summaries.
- Review, summarize, and analyze information related to clients’ 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.
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 insurance.
- Paid maternity and parental leave.
- Flexible Spending Accounts and Health Savings Accounts.
- Dependent Care FSA.
- Commuter and Transit FSA.
- Corporate discount program (Perkspot).
- Training reimbursement.
- Paid professional designations.
- Volunteer days.
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What This Job Offers
Job Type
Full-time
Career Level
Intern
