Wealth Advisor

Join a team that values your ambition and empowers your growth as a Wealth Advisor at Corient, a leading wealth management platform in the United States.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred
• 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required
• CFP, CFA, CPA, JD, or MBA required
• Strong growth mindset with a focus on winning and retaining clients
• Excellent interpersonal, communication, and presentation skills
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards

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