Associate Wealth Advisor

CI Financial•San Diego, CA

27d•$80,000 - $155,700•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. Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.

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
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.
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.

Nice To Haves

Developing others
Relationship/Practice Management
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

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