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Corient Jobs (NOW HIRING)

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/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 ...

Corient Capital Partners

Wealth Analyst

Columbus, OH · On-site

$65K - $72K/yr

Join Our Team 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 ...

Corient Private Wealth LLC

Billing Specialist I

Columbus, OH · On-site

$18.50 - $25/hr

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 ...

Corient Capital Partners

Wealth Analyst

Dallas, TX · On-site

Join Our Team 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 ...

Corient Private Wealth LLC

Wealth Analyst

Dallas, TX · 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 ...

Corient Capital Partners

Wealth Analyst

Columbus, OH · On-site

$65K - $72K/yr

Join Our Team 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 ...

Corient Private Wealth LLC

Senior Wealth Analyst

Boston, MA · On-site

$80K - $110K/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 ...

Corient Private Wealth LLC

Tax Associate

San Diego, CA · On-site

$79K - $99K/yr

San Diego, CA Overview Corient is currently seeking a dedicated and detail-oriented Tax Associate to join the Corient Tax Practice, which provides Tax Planning and Compliance Services to ...

Corient Private Wealth LLC

Wealth Analyst

Columbus, OH · On-site

$65K - $72K/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 ...

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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.
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Infographic showing various Corient job openings in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Associate Wealth Advisor

Corient Private Wealth LLC

Houston, TX • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 2 days ago

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.
This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services. This position will report to the Wealth Advisor.
Responsibilities:
  • Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
  • Advanced capability of all wealth, investment, and financial planning processes
  • Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
  • Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
  • Mentoring others and providing oversight of work
  • Primary role is as secondary advisor
  • Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
  • Business process - understanding of client contracts, fee schedules and the onboarding process
  • Solid/active relationships with COI peers; provides critical support to client team revenue

Qualifications & Requirements
  • Bachelor's degree
  • 4-8 years' experience
  • CFP, CFA, CPA, JD, or MBA required
  • Advanced knowledge of financial planning concepts and processes
  • Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Competencies
  • Developing others
  • Relationship/Practice Management
  • Detail-oriented with excellent analytical and organization skills
  • Communicate effectively, both orally and in writing
  • High emotional intelligence and situational awareness
  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion

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.

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