Associate Wealth Advisor

CI Financial • San Antonio, TX

2d • Onsite

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. This role supports client relationships through proactive communication and exceptional service, prepares and presents financial planning analyses, and supports client meetings and follow-up. The advisor develops increasing independence in planning engagements and relationship management while collaborating with investment professionals, planners, tax specialists, and other stakeholders. The role also includes building professional relationships with centers of influence, mentoring junior team members, and supporting business development. The position is required to work onsite four days per week in an office environment.

Requirements

• Bachelor's degree.
• 4–8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
• CFP®, CFA®, CPA, JD, or MBA.
• 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 at least 18 years old and have unrestricted U.S. work authorization.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

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 projections and strategies, 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 increasing independence in 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 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.
• 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