Associate Wealth Advisor
Corient · Wayne, PA · 1 wk ago
Finance$220/hrFull-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
- 3-6 years’ experience
- CFP or CFA required
- Advanced knowledge of financial planning concepts and processes
- Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Physical Requirements
- This 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.
U.S. Eligibility Requirements
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
- Corient hires U.S. citizens or permanent residents for U.S. employment opportunities.
What You Can Expect From Us
- 401(k) Plan with Employer Matching
- Four Medical Plan options that are generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Paid Maternity & Parental Leave
- Paid Professional Designations
- Volunteer days
Company Overview
- Corient is one of the fastest-growing wealth management platforms in the United States.
- We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets.
- We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.