Wealth Planner
CorientDenver, Colorado, United States
Posted February 27, 2026
75000 - 100000 USD
Full Time
About the Company
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Links to third-party websites are provided solely for informational purposes and do not constitute investment advice or a recommendation to invest. We do not endorse or guarantee the accuracy of content on these external sites and are not responsible for their policies, security practices, or the reliability of the information they provide. Full legal disclosures: https://www.corient.com/privacy-policy
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 US, serving 15,000 clients and managing $220 billion in assets. As a Wealth Planner, you'll help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations and achieve their financial goals.
Requirements
- Bachelor's degree
- CFP certification required
- Minimum of 2-3 years' experience
- Proficiency in Microsoft Office, especially Excel
- Strong integrity and ability to maintain confidentiality
- Excellent team player with strong communication skills
- Detail-oriented with excellent analytical and organizational abilities
- Proactive approach to work, with the ability to take ownership of projects and see them through to completion
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