Corient
Corient Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers accidental death & dismemberment insurance
Offers life insurance
Offers dental insurance
Offers health insurance
Offers Health Savings Account (HSA)
Offers Flexible Spending Account (FSA)
Offers vision insurance
Provides family medical leave
Offers generous parental leave
Company Culture
Provides commuter benefits
Provides free snacks and drinks
Career Growth + Development
Provides customized development tracks
Job training & conferences
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Provides bereavement leave
Offers paid volunteer time
Provides paid sick days
Recently posted jobs
Professional Services • Financial Services
Supports wealth management and financial planning teams by preparing client presentation materials, analyzing financial information, researching planning topics, creating customized planning templates, managing documents, and assisting with firm initiatives. The role requires strong organization, communication, analytical skills, attention to detail, confidentiality, and familiarity with financial planning, investment, insurance, estate planning, and tax concepts.
Professional Services • Financial Services
Generate and distribute billing statements, manage accounts receivables, and maintain billing data accuracy while providing revenue reports to leadership.
Professional Services • Financial Services
Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meetings, coordinating service execution, learning complex planning, and contributing to client relationship building and community networking.
