Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for the people, causes, and communities they care about
Job Summary
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for the people, causes, and communities they care about.
Responsibilities include completing financial plans, investment reports, tax and estate analysis, and coordinating client service execution.
The company offers a comprehensive benefits package including a 401(k) with employer matching, subsidized medical plans, and employer-paid dental, vision, and life insurance.
Matching Summary
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for the people, causes, and communities they care about.
Skills & Requirements
Must-have
Financial planning principles
Investment principles
Client relationship skills
Salesforce
Portfolio Accounting Software
Microsoft Suite
Nice-to-have
Ambition and growth
Exceeding expectations
Simplifying lives
Establishing legacies
Networking and community building
Key Requirements
0-3 years experience
Bachelors degree in related field
Working towards CFP credentials
Unrestricted work authorization in the United States