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
Open Positions
Wealth Planner
Bachelor's degree, CFP certification, 2-3 years of experience, and proficiency in Microsoft Office required
Tax Director
8+ years of progressive tax experience with substantial focus on Tax-Exempt Organizations, Bachelor's degree in Accounting, Finance, or related field, Active CPA license or J.D. required
Wealth Advisor
8-10 years of experience in business development and client acquisition, relevant certifications/designations, and a strong network of professional centers of influence
Office Manager I
High school diploma, office management experience, strong organizational skills
Associate Wealth Advisor
4-8 years of experience, Bachelor's degree, CFP, CFA, CPA, JD, or MBA required
Wealth Advisor
Bachelor's degree in Finance, Economics, or a related field, 1-2 years of experience in Wealth Management or similar role, and certification such as CFP, CFA, CPA, JD, or MBA
Paralegal
Associate degree, professional paralegal certification, 3-5 years of experience, strong work ethic, and ability to multitask and prioritize tasks effectively in a fast-paced environment
Wealth Advisor
8-10 years of experience in wealth management, strong business development and client acquisition skills, and a strong network of professional centers of influence
Wealth Advisor
Bachelor's degree in Finance, Economics, or related field. Proven experience in Wealth Management or similar role. CFP, CFA, CPA, JD, or MBA required
Wealth Planner
Bachelor's degree in Finance, Accounting, Economics, or related field. 2-3 years' experience in financial planning or wealth management
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