Jobs at Corient

The Wealth Analyst role focuses on assisting Wealth Advisors in financial planning, investment reporting, and client service execution while gaining knowledge in financial planning and investment principles.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analysis, gathering client data, documenting meeting tasks, coordinating service execution, and learning complex planning while building client and community relationships.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meeting action items, coordinating service execution, and developing planning skills while interacting with custodians and planning software.

Assist Wealth Advisor in providing exceptional client services and prepare financial plans and investment recommendations, while developing independence in client management.

The Wealth Advisor will develop client relationships, generate new business, and deliver comprehensive wealth solutions. Responsibilities include client acquisition, managing portfolios, and providing strategic planning services.

Serve as the firms subject matter expert on advanced wealth planning for HNW/UHNW clients ($10M+), lead tax, estate, trust, philanthropic, succession, and concentrated stock planning; partner with advisors, mentor planners, support business development, and contribute to firm thought leadership and strategic direction.