Associate Wealth Advisor
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 Associate Wealth Advisor prepares and presents financial planning analyses and recommendations across areas including net worth, cash flow and retirement, taxes, equity compensation, estate and wealth transfer, insurance, education funding, charitable planning, and investments. The position supports client meetings by preparing materials, documenting discussions, and coordinating follow-up actions, while developing increasing independence in client planning engagements and relationship management. The advisor collaborates with investment professionals, planners, tax specialists, and other stakeholders; builds relationships with attorneys, accountants, and other centers of influence; mentors junior team members; and supports business development and opportunities to deepen or attract client relationships. The role is onsite four days per week and involves office work, including prolonged sitting and computer use, with occasional lifting of up to 15 pounds. Corient describes a collaborative environment with a path toward becoming a lead Wealth Advisor, exposure to sophisticated planning and wealth management strategies, and access to planning, investment, tax, and estate resources. Candidates must be at least 18 and have unrestricted U.S. work authorization; the posting states that U.S. employment opportunities are for U.S. citizens or permanent residents, subject to exceptions based on shortages of qualified candidates. Proof of work authorization is required. Candidates must also be willing to execute an Employee Agreement or Confidentiality and Non-Disclosure Agreement containing post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
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.
- Experience with wealth management technology platforms, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States; the posting says Corient hires U.S. citizens or permanent residents for U.S. employment opportunities, with exceptions determined based on shortages of qualified candidates.
- Must provide proof of work authorization.
- Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including applicable post-employment obligations.
- Client-focused and relationship-driven, with 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, accountable, and able to take ownership of projects through 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 and recommendations covering net worth, cash flow and retirement, tax projections and strategies, equity compensation and stock options, estate and wealth transfer, insurance, education funding, charitable and philanthropic planning, and investment and asset allocation.
- Prepare client meeting materials, document key discussions, and coordinate follow-up actions.
- Develop increasing 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 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
