Associate Wealth Advisor

Description

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.

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

Qualifications & 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

Competencies listing for Job Family

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

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $80,000-$155,700 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

What You can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.