Associate Wealth Advisor

CI Financial•Dallas, TX

2d•Hybrid

About The Position

At 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.

Requirements

Bachelor's degree required.
4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
CFP®, CFA®, CPA, JD, or MBA required.
Strong understanding of wealth management, financial planning, investment management, and client relationship management.
Experience preparing and presenting financial planning recommendations to affluent clients.
Strong analytical, organizational, and problem-solving capabilities.
Excellent written and verbal communication skills.
Demonstrated ability to manage multiple priorities in a fast-paced environment.
Experience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.
Client-focused and relationship-driven.
High emotional intelligence and professional maturity.
Strong attention to detail and commitment to excellence.
Collaborative team player who enjoys mentoring and developing others.
Proactive, self-motivated, and accountable.
Demonstrated ability to take ownership of projects and follow them through to successful completion.
Must be 18 years of age or older.
Must 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.
Must 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.

Responsibilities

Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
Prepare and present financial planning analyses, including: Net worth analysis, Cash flow and retirement planning, Tax projections and planning strategies, Equity compensation and stock option planning, Estate and wealth transfer planning, Insurance analysis, Education funding strategies, Charitable and philanthropic planning, Investment and asset allocation recommendations.
Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
Develop increasingly independent responsibility for client planning engagements and relationship management.
Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
Mentor junior team members and contribute to a collaborative, growth-oriented culture.
Support business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.