Wealth Management Intern Summer , Denver

Position: Wealth Management Intern (Summer 2027, Denver) 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: Denver, CO (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 insurance, estate planning, and tax principles. Proficiency in Microsoft Office Suite, including Excel.

Education

and Credentials: Currently pursuing a bachelor’s degree and ideally will be a rising junior or senior come summer 2027 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. This position is non‑exempt and is paid according to the laws of the State of Colorado. The pay for this position is $35.50 USD per hour.

We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position.

Salary

offers are determined based on final candidate qualifications and experience. Physical

Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds.

This position is 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. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.

Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to…