Associate Wealth Advisor

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.

• 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, Docu Sign, Microsoft Suite, Planning Software

Competencies

• 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.

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

• 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. 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. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
  
  Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure…