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 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.

• 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 to prepare and make 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.
• Begin to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions.
• Understand client contracts, fee schedules and the onboarding process.
• Maintain solid and active relationships with COI peers; provide critical support to client team revenue.

• Bachelor’s degree.
• 4‑8 years of 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, and Planning Software.

• Developing others.
• Relationship/Practice Management.
• Detail‑oriented with excellent analytical and organizational skills.
• Communicate effectively, both orally and in writing.
• High emotional intelligence and situational awareness.
• Proactive approach to work, with the ability to take ownership of projects and see them through to completion.

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. The range reflects factors such as experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. Salary offers are determined based on final candidate qualifications and experience.

• Work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.
• Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• 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 the Department of Homeland Security or Social Security Administration 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 Agreement, which require, among other things, post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure.

• 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
• Com…