Associate Wealth Advisor

Location: Northern

Associate Wealth Advisor page is loaded## Associate Wealth Advisor locations: US-TX-Austin-500 W 2nd-1900time type:
Full time posted on:
Posted Todayjob requisition
** 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.
** What You'll Do
*** Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
* Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
* Prepare and present financial planning analyses, including:+ Net worth analysis+ Cash flow and retirement planning+ Tax projections and planning strategies+ Equity compensation and stock option planning+ Estate and wealth transfer planning+ Insurance analysis+ Education funding strategies+ Charitable and philanthropic planning+ Investment and asset allocation recommendations
* Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
* Develop increasingly independent responsibility for client planning engagements and relationship management.
* Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
* Build and maintain professional 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 initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.
* Clear path toward becoming a lead Wealth Advisor.
* Exposure to sophisticated financial planning and wealth management strategies.
* Opportunity to work with successful entrepreneurs, executives, business owners, and multigenerational families.
* Collaborative environment that encourages mentorship, professional development, and career advancement.
* Access to a broad platform of planning, investment, tax, and estate resources that enable advisors to focus on delivering exceptional client outcomes.
** What We're Looking For
*** Bachelor's degree required.
* 4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
* CFP(R), CFA(R), CPA, JD, or MBA required.
* 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.
* Demonstrated ability to manage multiple priorities in a fast-paced environment.
* Experience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and Docu Sign.
** Key Success Traits
*** Client-focused and relationship-driven.
* High emotional intelligence and professional maturity.
* Strong attention to detail and commitment to excellence.
* Collaborative team player who enjoys mentoring and…