About the role#
This is a full-time, paid internship for Summer 2027 based in San Diego. You will work on-site 40 hours per week to support our wealth management team. This role is designed for students pursuing a bachelor's degree in Finance, Economics, Business Administration, or Accounting.
What you'll do#
- Prepare materials for client presentations, including financial independence projections and net worth statements.
- Review, summarize, and analyze data related to risk management, retirement planning, and taxes.
- Assist in the creation of customized financial planning templates for client meetings.
- Manage client and firm documents within our document management system.
- Contribute to various firm projects and departmental initiatives.
What you'll need#
- Current enrollment in a bachelor's degree program.
- A basic understanding of financial planning and investment concepts.
- Familiarity with insurance, estate planning, and tax principles.
- Proficiency in Microsoft Office Suite, specifically Excel.
- Strong communication and organizational skills with the ability to handle multiple tasks.
Location & details#
- Location: San Diego, California.
- Modality: This position is on-site.
- Compensation: $37.00 per hour.
- Term: June through August 2027.
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.
