Wealth Advisor
CorientSan Francisco, California, United States
Posted February 23, 2026
Full Time
About the Company
Corient is a wealth management platform that helps high- and ultra-high-net-worth individuals and families preserve their wealth and create lasting legacies.
Job Description
Join a team that values your ambition and empowers your growth. Corient is a wealth management platform that helps high- and ultra-high-net-worth individuals and families preserve their wealth and create lasting legacies.
Requirements
- Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
- Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions.
- Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.)
Benefits
- Competitive compensation with a strong performance-based incentive structure
- 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