Associate Wealth Advisor

About the Role

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations and supporting the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
• Demonstrate advanced capability in all wealth, investment, and financial planning processes.
• Prepare and make recommendations for client financial plans, investments, and portfolio allocations.
• Assist in preparation for client meetings, document discussions, and drive client follow-up.
• Mentor others and provide oversight of work as the primary secondary advisor.
• Progress toward greater independence in client execution, relationship management, and decision-making.
• Understand client contracts, fee schedules, and the onboarding process.
• Maintain solid and active relationships with COI peers; provide critical support to client team revenue.

Requirements

• Bachelor’s degree.
• 3-6 years’ experience.
• CFP or CFA certification required.
• Advanced knowledge of financial planning concepts and processes.
• Strong understanding of investments, investment analysis, and building client portfolios.
• Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software.

Skills

• Developing others.
• Advanced knowledge of financial planning concepts and processes.

Physical Requirements

• Work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.

Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

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. Exceptions may be made based on shortage of qualified candidates with a particular skill.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Benefits

• 401(k) Plan with Employer Matching.
• Four generously subsidized Medical Plan options.
• Employer-paid Dental, Vision, Life, and AD&D Insurance.
• Employer-paid Short-term and Long-term Disability.
• Paid Maternity and Parental Leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate Discount Program (Perkspot).
• Training Reimbursement.
• Paid Professional Designations.
• Volunteer days for community giving.