Associate Wealth Advisor

About the Role

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.
• Begin preparing and making recommendations for client financial plans and investments and portfolio allocations.
• Assist in preparation for client meetings, documenting discussions, and driving client follow-up.
• Mentor others and provide oversight of work.
• Primary role is as secondary advisor.
• Progress to greater independence related to client execution items and ultimately client relationship management and independent decisions.
• Understand business processes: client contracts, fee schedules and the onboarding process.
• Maintain solid/active relationships with COI peers; provide critical support to client team revenue.

• Bachelor’s degree.
• 4-8 years’ experience; CFP, CFA, CPA, JD, or MBA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite, Planning Software.
• Developing others, relationship/practice management.
• Detail-oriented with excellent analytical and organization skills.
• Effective communication, both oral and written.
• High emotional intelligence and situational awareness.
• Proactive approach to work, with ownership of projects and seeing them through to completion.

This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $,000 USD per year.

• 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 & 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

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.