Associate Wealth Advisor

Corient Tech • Morristown, NJ

217d

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.
• 3+ years of 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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree