About the role#
The Wealth Management Intern position at Corient provides an opportunity to gain experience in a professional financial services environment. This is a full-time, paid internship based in St. Petersburg, Florida, running from June through August 2027. You will work on-site five days per week, supporting our team as we assist high-net-worth clients with their financial planning and legacy goals.
What you'll do#
- Prepare materials for client presentations, including financial projections and net worth statements.
- Review, summarize, and analyze data related to risk management, retirement planning, benefits, and taxes.
- Assist in the creation of customized financial planning templates for client meetings.
- Conduct research on various financial planning topics as required.
- Maintain and organize client and firm documents within the document management system.
What you'll need#
- Current enrollment in a bachelor’s degree program, with a preference for majors in Finance, Business Administration, Economics, or Accounting.
- Proficiency in Microsoft Office Suite, specifically Excel.
- A basic understanding of financial planning and investment concepts.
- Familiarity with insurance, estate planning, and tax principles.
- Strong communication skills and the ability to manage multiple tasks while meeting deadlines.
Location & details#
- Location: St. Petersburg, Florida.
- Modality: On-site (5 days per week).
- Duration: Summer 2027 (June to August).
- Compensation: $34.50 per hour.
- Requirements: You must be at least 18 years old and possess unrestricted work authorization for the United States. Corient does not provide sponsorship for this role.
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.
