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Summary
About the Role
About You
- Bachelor's degree in Finance, Economics, or a related field.
- Proven experience as a Financial Consultant or similar role with a strong background in investments.
- CFP, CFA, CPA, JD, or MBA required.
- Proficiency in financial analysis tools and advanced Excel skills.
- Strong analytical mindset, attention to detail, and problem-solving abilities.
- Collaborative team player with a proactive approach to work.
- Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
Benefits
- Flexible & Hybrid Work Program
- 401(k) Plan with Employer Matching
- Four Medical Plan options 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
- Volunteer days for community service
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Links to third-party websites are provided solely for informational purposes and do not constitute investment advice or a recommendation to invest. We do not endorse or guarantee the accuracy of content on these external sites and are not responsible for their policies, security practices, or the reliability of the information they provide. Full legal disclosures: https://www.corient.com/privacy-policy