Wealth Advisor
CorientSan Diego, California, United States
Posted February 23, 2026
125000 - 175000 USD
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 a Wealth Advisor at Corient, where you'll provide comprehensive financial planning and investment management services to high net worth and ultra-high net worth individuals and families.
Requirements
- Bachelor's degree in Finance, Economics, or a related field
- 8+ years of proven experience in Wealth Management or similar role
- CFP, CFA, CPA, JD, or MBA required
- Strong growth mindset with a focus on winning and retaining clients
- Excellent interpersonal, communication, and presentation skills
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options
- 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