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. Responsibilities 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. Qualifications & Requirements 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, DocuSign, Microsoft Suite, and Planning Software. Competencies 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. Pay Information 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. Physical Requirements 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. U.S. Eligibility Requirements 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. What You Can Expect From Us 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 Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community – Volunteer days Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are 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. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. #J-18808-Ljbffr