Corient

Wealth Planner

Bachelor's degree; CFP certification; 2-3 years' experience; proficiency in Microsoft Office (Excel); strong integrity and confidentiality; team player with good communication; detail-oriented and proactive.

Associate Wealth Advisor

Bachelor’s degree; 4-8 years experience; CFP, CFA, CPA, JD, or MBA; advanced financial planning knowledge; experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Suite; ability to work onsite in New Jersey; US work authorization.

Client Service Specialist II

Bachelor's degree; 3-5 years' experience; Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Office; customer service background preferred; strong communication and organization.

Research Associate

Excel and FactSet proficiency; experience with FactSet API or coding tools; economics/finance-related bachelor’s degree; 1+ years experience; strong quantitative, analytical, and communication skills; CFA progress a plus.

Financial Reporting Director

US CPA required; Big 4/public accounting experience preferred; 5+ years in complex finance; ICFR; strong analytical and leadership abilities.

Lead Cybersecurity Engineer

Ten+ years in cybersecurity engineering/architecture with strong Azure, identity and network security experience; proficient in IAM, EDR, SIEM, CASB, ZTNA, and secure IaC practices.

Wealth Advisor

Wealth management experience; CFP, CFA, CPA, JD, or MBA; strong financial analysis and Excel skills; ethical, collaborative, client-focused.

Minimum 8-10 years in wealth management or financial services; strong network of centers of influence; CFA/CFP/CPA/JD/MBA or equivalent; bachelor's in Finance/Economics; excellent communication and analytical skills.

Proven 8+ years in wealth management with high-net-worth client experience; strong business development, client acquisition, and relationship management; CFA/CFP/CPA/JD/MBA or equivalent; Bachelor's in Finance/Economics; excellent communication and collaboration.

Real Estate & Corporate Counsel

J.D. with 3-5 years real estate leasing experience; U.S. bar admission; in-house or litigation experience a plus.

Paralegal

Associate or bachelor's degree; professional paralegal certification; 3-5 years experience; strong organization; confidentiality; proficiency with legal research tools; teamwork.

Title	Location	Date
Wealth Planner Full Time · $75K-$85K · 2+ YOE Denver, Colorado, United States · Onsite	Denver, Colorado, United States Onsite	Feb 23, 2026
Associate Wealth Advisor Full Time · $97K-$127K · 4+ YOE Morristown, New Jersey, United States · Onsite	Morristown, New Jersey, United States Onsite	Feb 23, 2026
Client Service Specialist II Full Time · $70K-$90K · 3+ YOE New York, New York, United States · Onsite	New York, New York, United States Onsite	Feb 23, 2026
Research Associate Full Time · $95K-$116K · 1+ YOE Chicago, Illinois, United States · Onsite	Chicago, Illinois, United States Onsite	Feb 23, 2026
Financial Reporting Director Full Time · 5+ YOE Miami, Florida, United States · Onsite	Miami, Florida, United States Onsite	Feb 23, 2026
Lead Cybersecurity Engineer Full Time · $115K-$175K · 10+ YOE Chicago, Illinois, United States · Onsite	Chicago, Illinois, United States Onsite	Feb 23, 2026
Wealth Advisor Full Time Boston, Massachusetts, United States · Onsite	Boston, Massachusetts, United States Onsite	Feb 23, 2026
Wealth Advisor Full Time · 8+ YOE San Francisco, California, United States · Hybrid	San Francisco, California, United States Hybrid	Feb 23, 2026
Wealth Advisor Full Time · 8+ YOE Newport Beach, California, United States · Onsite	Newport Beach, California, United States Onsite	Feb 23, 2026
Real Estate & Corporate Counsel Full Time · 3+ YOE Miami, Florida, United States · Hybrid	Miami, Florida, United States Hybrid	Feb 23, 2026
Paralegal Full Time · 4+ YOE Miami, Florida, United States · Onsite	Miami, Florida, United States Onsite	Feb 23, 2026

Activities	Wealth ManagementInvestment AdvisoryFinancial PlanningEstate PlanningTax Planning
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Corient
Employees	1,400
Type	Private
Parent Company	CI Financial
Subsidiaries	Palo Alto Wealth AdvisorsBristlecone AdvisorsGeller & CompanyH.M. PaysonRootstock Advisors
Tagline	Fiduciary wealth management services for high-net-worth individuals and families.
Founded	2,020
Website	corient.com
Latest Funding Round	Corporate Round
Latest Funding Year	2,025
Latest Funding Amount	3,400,000,000
Latest Investors	Mubadala Capital

Corient

About Corient