Wealth Planner
CorientSaint Petersburg, Florida, United States
Posted February 27, 2026
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 Planner at Corient. We help high- and ultra-high-net-worth individuals and families to enjoy a full life while preserving their wealth for future generations.
Requirements
- Increasing level of financial planning and investment knowledge
- Completes financial plans, investment reports, tax and estate analysis
- Works independently with limited oversight on projects and plans
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