Associate Wealth Advisor
Corient · Menlo Park, CA · 3 mo ago
Finance$101k–$162k/yrFull-time
Responsibilities
- Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
- Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations.
- Aid in preparing for client meetings, documenting discussions, and driving client follow-up.
- Mentor others and provide oversight of work.
- Begin to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions.
Qualifications & Requirements
- Bachelor’s degree
- 4-8 years’ experience
- CFP, CFA, CPA, JD, or MBA required
- Advanced knowledge of financial planning concepts and processes
- Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, and Planning Software