About the role#
We are looking for a Wealth Management Intern to join our team in Cincinnati for the summer of 2027. This is a full-time, paid position where you will support our advisors in serving high-net-worth individuals and families. You will gain hands-on experience in financial planning and client services while working in an office environment.
What you'll do#
- Prepare materials for client presentations, including net worth statements, cash flow reports, and financial projections.
- Review and analyze data related to a client's financial life, such as retirement planning, tax principles, and estate plans.
- Assist in the creation of customized financial planning templates.
- Research specific financial planning topics as required by the team.
- Manage client and firm documentation within our internal system.
What you'll need#
- Current enrollment in a bachelor's degree program, ideally with a focus on Finance, Business Administration, or Economics.
- Proficiency in Microsoft Office Suite, specifically Excel.
- A basic understanding of financial planning, investment concepts, and insurance principles.
- Strong communication and organizational skills with an ability to manage multiple tasks.
- Ability to work onsite in our Cincinnati office.
Location & details#
- Location: Cincinnati, Ohio.
- Term: June through August 2027.
- Modality: On-site, 40 hours per week.
- Eligibility: You must be at least 18 years old and have unrestricted work authorization in the United States.
About Corient
Corient operates as a wealth manager and multi-family office. It provides financial services to high-net-worth individuals, families, and businesses. The firm maintains a partnership model to connect local expertise with global resources. It is based in Miami and employs 1,860 people.
How to get in at Corient
Applying to Corient early gives you a distinct advantage because recruiters review the first wave of candidates before the volume becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published, helping you secure a spot at the front of the queue. You will find that being among the first to submit your materials helps you stand out in a competitive field. Use Intern Insider to track these openings so you can act immediately when a position goes live. Reaching out to the right person often yields better results than submitting an application into a general portal. Intern Insider surfaces the recruiters behind Corient roles, allowing you to contact them directly to ask about the position or request a referral. This direct approach often improves your response rate and helps you move past the standard application process.
