Wealth Advisor
CorientCalifornia, United States
Posted February 23, 2026
Full Time
About the Company
Corient is one of the fastest-growing wealth management platforms in the United States, combining a boutique's personal service with the resources of an innovative industry leader.
Job Description
Join Corient's team of wealth advisors to help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations and provide for the people, causes, and communities they care about.
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.
- Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
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