Associate Wealth Advisor
Corient · Post, OR · 2 mo ago
Finance$100k–$140k/yrFull-time
Responsibilities
- Support Wealth Advisor in delivering exceptional services to clients
- Potential to lead less complex client relationships
- Begins to prepare and make recommendations for client financial plans and investments
- Assist in preparation for client meetings, documenting discussions, and driving client follow-up
- Mentor others and provide oversight of work
- Primary role as secondary advisor, progressing 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