Associate Wealth Advisor
About The Position
Join a team that values your ambition and empowers your growth 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. 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. Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Charitable Planning, etc. Associate Wealth Advisors should have strong communication skills and will be dually focused on transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm.
Requirements
- Bachelor’s degree
- 4-8 years’ experience
- CFP, CFA, CPA, JD, or MBA required
- Advanced knowledge of financial planning concepts and processes
- Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
- Detail-oriented with excellent analytical and organization skills
- Communicate effectively, both orally and in writing
- High emotional intelligence and situational awareness
- A proactive approach to work, with the ability to take ownership of projects and see them through to completion
- Must be 18 years of age or older.
- Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
- Must have unrestricted work authorization to work in the United States.
- For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
- Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
- 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
- Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
- Advanced capability of all wealth, investment, and financial planning processes
- Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
- Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
- Mentoring others and providing oversight of work
- Primary role is as secondary advisor
- Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
- Business process - understanding of client contracts, fee schedules and the onboarding process
- Solid/active relationships with COI peers; provides critical support to client team revenue
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
- Commuter & Transit FSA
- Corporate Discount Program - Perkspot
- Training Reimbursement
- Paid Professional Designations
- Giving back to the community - Volunteer days
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
