Wealth Analyst
CorientDallas, Texas, United States
Posted March 9, 2026
Full Time
About the Company
Corient is one of the fastest-growing wealth management platforms in the United States, with over 40 offices and over $220 billion in client assets.
Job Description
Join a team that values your ambition and empowers your growth at Corient, a wealth management platform with over 40 offices across the United States. We help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
Requirements
- Collect and analyze client financial information
- Prepare charts, graphs, tables, and other visual aids
- Input data, prepare financial plans and preliminary recommendations
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