Investment Associate: Client‑Focused Financial Planning
Listed on 2026-10-11
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management
Corient in New York is seeking an Associate Wealth Advisor to support financial planning, investment analysis, and client service. The role emphasizes learning, data gathering, and building relationships with clients and COI peers while working under close supervision.
You will prepare plans, reports, and analyses, participate in client meetings, and develop essential communication and technical skills to strengthen client relationships.
This position is for the Investment Associate:
Client‑Focused Financial Planning role at ci.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in New York, NY, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 121..
We aim to respond to suitable candidates as soon as possible.
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