Associate, Personal CFO
Weston, FL · On-site
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Associate, Personal CFO
Weston, FL · On-site
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Senior Associate, Internal Controls - Miami, FL
Miami, FL · On-site
$80K - $100K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Senior Associate, Internal Controls - Miami, FL
Miami, FL · On-site
$80K - $100K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Senior Data Engineer
$101K - $137K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Senior Data Engineer
$101K - $137K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
About Us At Corient, 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 ...
About Us At Corient, 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 ...
Staff Accountant - Accounts Payable
Miami, FL · On-site
$52K - $69K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Staff Accountant - Accounts Payable
Miami, FL · On-site
$52K - $69K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
At Corient, 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 ...
At Corient, 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 ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Senior Associate, Internal Controls - Miami, FL
$80K - $100K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Senior Associate, Internal Controls - Miami, FL
$80K - $100K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Compliance Officer
$92K - $115K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Compliance Officer
$92K - $115K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Business Manager, Client Solutions
$160K - $200K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
Business Manager, Client Solutions
$160K - $200K/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their ...
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
Quick apply
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
Corient information
What are the key skills and qualifications needed to thrive as a Financial Advisor at Corient, and why are they important?
To thrive as a Financial Advisor at Corient, you generally need a solid background in finance, investment management, and financial planning, often supported by a relevant degree and certifications like CFP or CFA. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, integrity, and the ability to communicate complex information clearly set top performers apart. These skills are crucial for building trust, effectively managing client portfolios, and helping clients achieve their financial goals.
What is a Corient and what does someone in this role do?
Corient is a wealth management firm that provides personalized financial planning and investment advisory services. Professionals at Corient, often called wealth advisors, work closely with clients to help them achieve their financial goals through tailored strategies involving investments, retirement planning, estate planning, and tax optimization. They focus on building long-term relationships and providing objective advice that aligns with each client's unique needs. Corient advisors may also coordinate with other financial professionals to ensure comprehensive service.
What types of clients and financial planning challenges will I encounter as a Corient advisor?
As a Corient advisor, you will work with a diverse client base, including high-net-worth individuals, families, and business owners, each with unique financial goals and complexities. Common challenges include developing customized investment strategies, managing multi-generational wealth, and providing holistic advice on tax, estate, and retirement planning. Collaboration with internal specialists—such as tax advisors and investment analysts—is frequent, fostering a team-oriented environment that supports both client needs and your professional development.
What are popular job titles related to Corient jobs in Florida? For Corient jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Corient jobs in Florida look for? The top searched job categories for Corient jobs in Florida are:
What cities in Florida are hiring for Corient jobs? Cities in Florida with the most Corient job openings:
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted yesterday
Job description
Join a team that values your ambition and empowers your growth
At Corient, 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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
Qualifications & Requirements
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
U.S. Eligibility Requirements
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
At Corient, 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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
- Performing bookkeeping functions on a daily, weekly, monthly basis;
- Vendor maintenance - creating and modifying existing vendors, managing W-9 and NDA forms process with new vendors, and ad hoc communications with vendors
- Recording vendor invoices in the accounts payable module of Intacct or within Bill.com and submit for review
- Completing vendor, credit and other applications on behalf of clients
- Processing Form 1099s annually, where applicable, Recording journal entries for cash transfers, payroll, accruals, asset purchases and capital improvements, as well as specific accounting related to clients personal assets
- Reconciliations of bank statements, brokerage statements and credit card statements, including transaction feeds into our accounting systems
- Meticulous maintenance of client files/records in shared network folders
- Responding promptly to client requests
- Familiarity with financial statements
- Ad hoc analysis and reporting
Qualifications & Requirements
- Bachelor's degree in Accounting
- 2+ years' accounting experience focusing on A/P, Journal Entries, Bank Reconciliations and Data Entry
- Strong proficiency in Excel (including pivot tables and v-lookups)
- Preferred experience with Sage Intacct, QuickBooks Online, or similar accounting systems.
- Expeditious and accurate data entry skills
- Highly motivated self-starter; independent worker
- Able to communicate well (both verbal and written) and build relationships within teams
- Possess core self-management skills: time management, organization, prioritization, resourcefulness, problem-solving
- Detail oriented, Intelligent; Inquisitive
- Exhibits accountability and ownership
- Strive for continuous improvement
- Family Office Experience preferred
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
- Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 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
Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.