Associate Wealth Advisor
CorientPennsylvania, United States
Posted March 5, 2026
Full Time
About the Company
Corient is one of the fastest-growing wealth management platforms in the United States.
Job Description
Join a team that values your ambition and empowers your growth as an Associate Wealth Advisor at Corient, where you will work with high-net worth clients and advise them in all areas of their financial lives.
Requirements
- Support Wealth Advisor in delivering exceptional services to clients
- Prepare and make recommendations for client financial plans and investments and portfolio allocations
- Assist in preparation for client meetings, documenting discussions, and drives client follow-up
- Mentoring others and providing oversight of work
- Advanced capability of all wealth, investment, and financial planning processes
- Business process - understanding of client contracts, fee schedules and the onboarding process
- Solid/active relationships with COI peers; provides critical support to client team revenue
Benefits
- 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