Wealth Management Intern (Summer 2027, San Diego)

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: San Diego, CA (5x a week in the office) Duration: June-August 2027 Hours: 40 hrs/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.

Key Competencies

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. Basic understanding of financial planning and investment concepts. Familiarity with insur