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.

Job Description Summary:

This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services. 

This position will report to the Wealth Advisor.

Responsibilities

• Supporting WAs in delivering services to clients, with the potential to lead less complex client relationships.
• Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.
• Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.
• Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.
• Updating trade sheets during investment implementations and providing support as needed across client teams.

Qualifications & Requirements

• Bachelor's degree
• CFP designation
• Family Office Experience, a plus
• 4-8 years of relevant experience
• Proficiency in Microsoft Office, especially Excel
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Competencies

• Advanced knowledge of financial planning concepts and processes
• Strong understanding of investment offering, investment analysis, and building client portfolios
• Developing others
• Relationship/Practice Management

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

• 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 Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching 

• Four Medical Plan options that is generously subsidized by Corient

• Employer paid Dental, Vision & Life and AD&D Insurance 

• Employer paid Short-term & Long-t