Teams at Corient

Assist Wealth Advisors in client services, prepare financial plans, manage client relations, and mentor less experienced staff. Requires solid knowledge in financial planning processes.

Assist Wealth Advisors in managing client relationships, preparing financial plans, and overseeing mentoring; begin leading less complex relationships independently.

Support investment research and portfolio construction by analyzing securities, monitoring holdings, building model portfolios, performing financial modeling and due diligence, preparing investment memorandums, and communicating recommendations to advisors and clients. Learn and use market data systems and work on special projects to improve the investment platform while delivering best-in-class client service.