Associate Wealth Advisor

Overview 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. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. Demonstrate advanced capability of all wealth, investment, and financial planning processes. Prepare and make recommendations for client financial plans, investments, and portfolio allocations. Assist in preparation for client meetings, documenting discussions, and driving client follow‑up. Mentor others and provide oversight of work. Act as a secondary advisor and progress to greater independence in client execution items, client relationship management, and independent decisions. Understand client contracts, fee schedules, and onboarding processes. Maintain solid and active relationships with COI peers to provide critical support to the client team revenue. Qualifications & Requirements Bachelor’s degree. 4‑8 years’ experience; CFP, CFA, CPA, JD, or MBA required. Advanced knowledge of financial planning concepts and processes. Experience with Salesforce, portfolio accounting software, DocuSign, MicrosoftSuite, and planning software. Competencies Developing others. Relationship/Practice Management. Detail‑oriented with excellent analytical and organizational skills. Effective oral and written communication. High emotional intelligence and situational awareness. Proactive approach to work with the ability to take ownership of projects and see them through to completion. Pay Information This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $96,600‑$122,000USD per year. 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. It 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 18years of age or older, have unrestricted work authorization, and be a U.S. citizen or permanent resident. Proof of work authorization is required. Corient participates in E‑Verify and requires acceptance of the Employee Agreement and confidentiality agreements. Benefits 401(k) Plan with Employer Matching Four Medical Plan options that are 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 Volunteer days Equal Opportunity Employer Statement Corient is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. #J-18808-Ljbffr Corient Services LLC