Wealth Planning Intern: Denver, CO (Summer 2026)

Join Our Team 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 2026 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 2026 (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 Colorado. The pay for this position is $35.50 USD per hour. 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 work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect from Us: 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 Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

Created: 2026-03-10