Associate Wealth Advisor

CI Financial•New York, NY

2d•Onsite

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
CFP designation
4-6 years of relevant experience
Proficiency in Microsoft Office, especially Excel
Strong integrity and ability to maintain confidentiality.
Excellent team player with strong communication skills
Detail-oriented with excellent analytical and organizational abilities.
A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Nice To Haves

Family Office Experience, a plus

Responsibilities

Supporting Wealth Advisors in delivering services to clients, with the potential to lead less complex client relationships.
Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.
Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.
Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.
Updating trade sheets during investment implementations and providing support as needed across client teams.