Corient Private Wealth LLC.
Wealth Planning Intern: San Francisco, CA (Summer 2025)
Corient Private Wealth LLC., San Francisco, California, United States, 94199
Wealth Planning Intern: San Francisco, CA (Summer 2025)
Join a team that values your ambition and empowers your growthAt 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 Francisco, CA (5x a week in the office)Duration : June-August 2025Hours:
40/hrs. a weekKey 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 2025 (rising sophomores are welcome to apply).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 California. The pay range for this position is $38.45/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.Physical RequirementsThis 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 RequirementsMust be 18 years of age or older.Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.What You Can Expect from UsFlexible & Hybrid Work Program401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country.
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Join a team that values your ambition and empowers your growthAt 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 Francisco, CA (5x a week in the office)Duration : June-August 2025Hours:
40/hrs. a weekKey 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 2025 (rising sophomores are welcome to apply).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 California. The pay range for this position is $38.45/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.Physical RequirementsThis 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 RequirementsMust be 18 years of age or older.Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.What You Can Expect from UsFlexible & Hybrid Work Program401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country.
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