Associate Wealth Advisor

Corient • San Antonio, TX

10d • Hybrid

About The Position

The Associate Wealth Advisor partners with Wealth Advisors to deliver comprehensive advice and planning solutions to high- and ultra-high-net-worth clients. As a key member of the advisory team, this role helps manage and strengthen client relationships through proactive communication and exceptional service. The position prepares and presents financial planning analyses and recommendations, supports client meetings, and develops increasing responsibility for planning engagements and relationship management. It collaborates with investment professionals, planners, tax specialists, and other stakeholders to provide integrated advice, while also building relationships with outside professional advisors, mentoring junior colleagues, and supporting business development.

The role offers a path toward becoming a lead Wealth Advisor, exposure to sophisticated planning and wealth management strategies, and the opportunity to serve entrepreneurs, executives, business owners, and multigenerational families. The position works onsite four days per week in an office environment. Physical requirements may include prolonged sitting and computer use and lifting up to 15 pounds. U.S. applicants must be at least 18 and have unrestricted U.S. work authorization; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, subject to stated exceptions. The employee must be willing to execute the applicable employee or confidentiality agreement, including post-employment obligations.

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.
• Ability to manage multiple priorities in a fast-paced environment.
• Must be at least 18 years of age.
• Must have unrestricted work authorization in the United States; Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, with exceptions determined based on shortages of qualified candidates.
• 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.

Nice To Haves

• 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 approach.
• High emotional intelligence and professional maturity.
• Strong attention to detail and commitment to excellence.
• Collaborative team orientation and interest in mentoring and developing others.
• Proactive, self-motivated, and accountable approach.
• Ability to take ownership of projects and follow them through to successful completion.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high- and ultra-high-net-worth clients.
• Help manage and strengthen client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses covering net worth, cash flow and retirement, tax, equity compensation and stock options, estate and wealth transfer, insurance, education funding, charitable planning, and investment and asset allocation recommendations.
• Prepare materials for client meetings, document key discussions, and coordinate follow-up actions.
• Develop increasingly independent responsibility for client planning engagements and relationship management.
• Collaborate with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain 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 help identify opportunities to deepen existing client relationships and attract new clients.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options, generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level