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About the Role

Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations, provide for causes they care about, exceed expectations, simplify lives, and establish lasting legacies. We are seeking talented and motivated individuals to join our team, offering a supportive environment for growth and valuing employee contributions.

Responsibilities

• Increase financial planning and investment knowledge through practice and advancing responsibility with planning teams and Wealth Advisors.
• Complete financial plans, investment reports, tax and estate analysis as requested.
• Spend the vast majority of time preparing for and participating in client meetings, documenting task items, and coordinating client service execution under the guidance of Associate Wealth Advisors and/or Wealth Advisors.
• Gather data and information.
• Bring forth observations to Lead Advisors regarding clients.
• Provide limited oversight on simple projects and plans.
• Observe and learn complex planning.
• Attend networking events and begin to build relationships in the community and with COI peers.

Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, and Planning Software.
• Experience with custodian interaction.
• Effective oral and written communication skills.
• Strong attention to detail with a high degree of accuracy and consistency.
• High standards of professionalism and confidentiality.
• Bachelors' degree in a related field.
• Working towards obtaining CFP credentials.
• 0-3 years of experience.
• Proficiency with back-office processes and custodians.
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Skills

• Financial planning
• Investment principles
• Client relationship skills
• Salesforce
• Portfolio Accounting Software
• DocuSign
• Microsoft Suite
• Planning Software
• Custodian interaction
• Effective communication
• Attention to detail
• Professionalism
• Confidentiality

Location

• California
• Utah

Work Type

• Onsite (4 days per week)

Experience Level

• 0-3 years

Education Level

• Bachelors' degree in related field
• Working towards CFP credentials

Salary/Compensations

• $65,800 - $106,000.00 USD per year

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Volunteer days

About the Company

• Corient is the world’s largest multi-family office and non-bank wealth manager serving ultra-high- and high-net-worth clients.
• 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.
• We 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.
• Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
• Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc.

Equal Opportunity

• 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.