Associate Wealth Advisor

Join Corient, a fast-growing wealth management platform, as an Associate Wealth Advisor. Work with high-net worth clients, prepare financial plans, and provide investment recommendations. Develop strong communication skills and take ownership of client relationships.

Requirements

• Support Wealth Advisor in delivering exceptional services to clients
• Prepare and make recommendations for client financial plans and investments
• Assist in preparation for client meetings, documenting discussions, and driving client follow-up
• Mentoring others and providing oversight of work
• Primary role is as secondary advisor
• Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
• Business process - understanding of client contracts, fee schedules and the onboarding process
• Solid/active relationships with COI peers; provides critical support to client team revenue

Benefits

• 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-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