Associate Wealth Advisor
About the role
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. Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Responsibilities
- Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
- Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
- Prepare and present financial planning analyses, including: net worth analysis, cash flow and retirement planning, tax projections and planning strategies, equity compensation and stock option planning, estate and wealth transfer planning, insurance analysis, education funding strategies, charitable and philanthropic planning, investment and asset allocation recommendations.
- Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
- Develop increasingly independent responsibility for client planning engagements and relationship management.
- Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
- Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
- Mentor junior team members and contribute to a collaborative, growth-oriented culture.
- Support business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.
Requirements
- Bachelor's degree required.
- 4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
- CFP®, CFA®, CPA, JD, or MBA required.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States (U.S. citizens or permanent residents; exceptions based on shortage of qualified candidates).
- Willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which include post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.