Corient · 3 weeks ago
Wealth Planning Intern: Newport Beach, CA (Summer 2026)
Newport Beach, CA
Internship
Onsite
Intern
$38.45/hr - $38.45/hr
Start in 2026 SummerCorient is one of the fastest-growing wealth management platforms in the United States, dedicated to helping high- and ultra-high-net-worth individuals and families preserve their wealth. The Wealth Planning Intern will assist in preparing client materials, analyzing financial information, and contributing to firm projects while gaining valuable experience in the wealth management industry.
AdviceConsultingWealth Management
No H1B
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
Qualification
Required
Currently pursuing a bachelor's degree and ideally will be a rising junior or senior come summer 2026
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
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
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Company
Corient
Corient offers wealth management and consulting services.
Founded in 2015
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase