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
Research Associate
Strong proficiency in Microsoft Excel, advanced technical experience with FactSet, undergraduate degree in economics, finance, accounting, statistics or math, 1-2 years of experience in a similar role
Wealth Advisor
We're seeking a dynamic and experienced Wealth Advisor with a strong background in investments and leadership skills
Client Service Specialist II
Bachelor's degree, 3-5 years' experience, Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite
Client Service Specialist II
Bachelor's degree and 3-5 years of experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, and excellent customer service skills
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 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
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
Lead Cybersecurity Engineer
4-year college degree, 10+ years of experience in cybersecurity engineering, strong scripting and automation skills, and flexibility to adapt to changing assignments
Client Service Specialist II
Bachelor's degree, 1-3 years' experience, experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, excellent verbal, written, analytical, and organizational skills
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
+77 More Jobs Available!
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