Associate Wealth Advisor
CorientCalifornia, United States
Posted March 6, 2026
100800 - 162400 USD
Full Time
About the Company
Corient is one of the fastest-growing wealth management platforms in the United States, with over 40 offices located across the country.
Job Description
Join a team that values your ambition and empowers your growth at Corient, a company that helps high- and ultra-high-net-worth individuals and families preserve their wealth for future generations.
Requirements
- Support Wealth Advisor in delivering exceptional services to clients
- Advanced capability of all wealth, investment, and financial planning processes
- 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
- 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
- Giving back to the community - Volunteer days