{"id":4218268,"url":"https://alion.io/job/corient-associate-wealth-advisor-2","title":"Associate Wealth Advisor","company":{"id":708265,"name":"Corient","domain":"corient.com","url":"https://alion.io/company/corient","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":88,"open_postings":14,"ghost_share":0,"stale_share":0.5,"repost_share":0,"time_to_fill_p50_days":47,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Tulsa, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-12T00:00:00Z","employer_posted_date":"2026-10-12","last_verified_at":"2026-11-13T03:39:36Z","board_verified":true,"closed_at":null,"days_open":32,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":32},"description":"Join a team that values your ambition and empowers your growth\nAt Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.\nWhat You'll Do\nPartner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.\nServe as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.\nPrepare and present financial planning analyses, including:Net worth analysis\nCash flow and retirement planning\nTax projections and planning strategies\nEquity compensation and stock option planning\nEstate and wealth transfer planning\nInsurance analysis\nEducation funding strategies\nCharitable and philanthropic planning\nInvestment and asset allocation recommendations\n\nSupport client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.\nDevelop increasingly independent responsibility for client planning engagements and relationship management.\nCollaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.\nBuild and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.\nMentor junior team members and contribute to a collaborative, growth-oriented culture.\nSupport business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.\nWhy This Opportunity?\nClear path toward becoming a lead Wealth Advisor.\nExposure to sophisticated financial planning and wealth management strategies.\nOpportunity to work with successful entrepreneurs, executives, business owners, and multigenerational families.\nCollaborative environment that encourages mentorship, professional development, and career advancement.\nAccess to a broad platform of planning, investment, tax, and estate resources that enable advisors to focus on delivering exceptional client outcomes.\nWhat We're Looking For\nBachelor's degree required.\n4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.\nCFP®, CFA®, CPA, JD, or MBA required.\nStrong understanding of wealth management, financial planning, investment management, and client relationship management.\nExperience preparing and presenting financial planning recommendations to affluent clients.\nStrong analytical, organizational, and problem-solving capabilities.\nExcellent written and verbal communication skills.\nDemonstrated ability to manage multiple priorities in a fast-paced environment.\nExperience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.\nKey Success Traits\nClient-focused and relationship-driven.\nHigh emotional intelligence and professional maturity.\nStrong attention to detail and commitment to excellence.\nCollaborative team player who enjoys mentoring and developing others.\nProactive, self-motivated, and accountable.\nDemonstrated ability to take ownership of projects and follow them through to successful completion.\nJoin Corient\nIf you're looking for an opportunity to accelerate your career, work with sophisticated clients, and grow into a trusted Wealth Advisor role within a rapidly expanding firm, we'd love to hear from you.\nApply today and take the next step in building a meaningful career helping clients navigate the complexities of wealth.\nPhysical Requirements\nThis position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.\nThis position may require the ability to lift up to 15 pounds.\nThis position is required to work onsite 4 days per week.\nU.S. Eligibility Requirements\nMust be 18 years of age or older.\nMust have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.\nCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.\nMust be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.\nWhat You Can Expect from Us\nOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:\n401(k) Plan with Employer Matching \nFour Medical Plan options that is generously subsidized by Corient\nEmployer paid Dental, Vision & Life and AD&D Insurance \nEmployer paid Short-term & Long-term Disability \nPaid Maternity & Parental Leave \nFlexible Spending Accounts & Health Savings Accounts\nDependent Care FSA \nCommuter & Transit FSA \nCorporate Discount Program - Perkspot \nTraining Reimbursement \nPaid Professional Designations \nGiving back to the community - Volunteer days\nCorient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, 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 to 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 to help clients simplify their lives, manage their wealth and establish lasting legacies.\nFull participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.\nWe 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.\nThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.\nCorient refers to the separate but affiliated entities under common control of Corient Holdings Inc. 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