Associate Wealth Advisor
Corient Private Wealth LLC.
- # Associate Wealth AdvisorApplylocations: Columbus, OHtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR5920**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.**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* Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations* Assist in preparation for client meetings, documenting discussions, and drives 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**Qualifications & Requirements*** Bachelor’s degree* 3-6 years’ experience* CFP or CFA required* Advanced knowledge of financial planning concepts and processes* Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software**Competencies*** Advanced knowledge of financial planning concepts and processes* Strong understanding of investments, investment analysis, and building client portfolios* Developing others**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 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-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 Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. 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. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
- J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Associate Wealth Advisor in Columbus, OH vacancy
- ...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ..., we would like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
Corient
Columbus, OH1 day ago $85k - $110.2k
...Looking For You're a relationship-driven wealth management professional who enjoys... ...effectively with clients and professional advisors, and approach every interaction with integrity... ...you. About the Role The Wealth Advisor Associate plays a key role in supporting...SuggestedFor contractorsFlexible hours- First Western Trust is seeking a Wealth Advisor Associate in the Columbus area to support comprehensive wealth management. You will prepare proposals, respond to fiduciary inquiries, and maintain strong client relationships while working with Senior Wealth Advisors on...Suggested
$85k - $110.2k
...Looking For You're a relationship-driven wealth management professional who enjoys... ...effectively with clients and professional advisors, and approach every interaction with integrity... ...you. About the Role The Wealth Advisor Associate plays a key role in supporting...SuggestedFull timeWork at officeFlexible hours- A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client...Suggested
- First Western Trust in Cherry Creek, CO is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, maintain client relationships, and collaborate with...
- Corient is a leading multi-family-office and wealth manager focused on ultra-high- and high-net-worth clients. The role supports a Wealth Advisor, helping deliver client-centered financial planning and investment guidance, with increasing independence over time. You will...Work at office
- ...scheduling flexibility. Travel outside of the affiliate will be required for various classroom training sessions. Personal Banker Associate I At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of...Full timeWork experience placementWork at office
Fifth Third Bank, N.A.
Columbus, OH2 days ago - ...Active Series 65 or willing to obtain Bachelor's degree required CFP designation or willingness to pursue 2+ years of experience in wealth management, financial advising or planning Strong communication skills, attention to detail and comfortable in client...
$134.28k - $164.12k
...you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekUS Bank
Columbus, OH12 hours ago$134.28k - $164.12k
...at-all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per weekU.S. Bank
Columbus, OH3 days ago- ...Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Immediate start
JP Morgan Chase
Columbus, OH3 days ago $53.6k - $96.4k
...forecasting, and budgeting. After three years of training and professional development, you will stand out as a leader in finance. As an Associate Financial Analyst with AFDP, you will be responsible for: Developing the annual budgets, quarterly forecasts and outlooks, and...Work experience placementInternshipAkamai
Columbus, OH2 days ago- JPMorgan Chase is seeking a Summer Analyst for the Financial Advisor Development Program in the Wealth Management division. The nine-week intro focuses on building investment knowledge and client-service skills. You will be supported by mentors and leaders while gaining...Full timeSummer work
- ...and update (if necessary) the information in your candidate profile as it will transfer to your application. Job Title: Office Associate Department: Athletics | Administration Job Description The Office Associate is responsible for coordinating and executing the administrative...Work at officeShift work
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client ...Full timePart time
$71.5k - $114.4k
...tools and support to create your own success story. Be challenged. Be heard. Be valued. Be you ... be here.Job SummaryThe Senior Associate - Financial Applications Analyst serves as a key resource supporting financial systems, business processes, and data analysis activities...Full timeTemporary workWork experience placementWork at officeLocal areaImmediate startRemote workWork visaFlexible hoursBread Financial
Columbus, OH21 hours ago$90.4k - $168.2k
...Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking a Senior Associate, ECC Technology to join our Enterprise Contracting Center TechnologyTeam.Responsibilities:Apply a fundamental understanding of...Contract workH1bLocal areaKPMG
Columbus, OH4 days ago- ...Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking a Senior Associate, Software Packaging and Distribution - End User Computing to join our Digital Nexus technology organization.Responsibilities:...Work experience placementH1bWork at officeLocal area
KPMG
Columbus, OH4 days ago $77.33k - $157.67k
...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities:Participate in multi-state alternative investment firms (hedge fund...Local areaRemote workKPMG
Columbus, OH1 day ago$90.4k - $168.2k
...Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking a Senior Associate, Application Security, DevSecOps to join our Enterprise Security Services organization.Responsibilities:Maintain awareness of the...H1bLocal areaKPMG
Columbus, OH2 days ago- ...agile methodologies, fostering innovation and high-quality solution delivery in a collaborative environment. As an Agility Senior Associate in Connected Commerce-Banking Payments you will contribute to the team by guiding and supporting solution delivery teams in adopting...
JP Morgan Chase
Columbus, OH12 hours ago - ...of business at JPMorganChase, which has the largest deposit base among all banks in the United States.As a Quant Analytics Senior Associate on the Deposit Pricing and Analytics team you will be responsible for deposit-based strategic analytics to help inform pricing strategy...
JP Morgan Chase
Columbus, OH3 days ago - ...Office is a rapid AI prototyping capability that moves engagements from recommendation to working solution.As a Process Improvement Associate within the Transformation Office, scoped to Process Intelligence (PI), you will be a hands-on contributor who learns the craft of...InternshipWork at office
JP Morgan Chase
Columbus, OH4 days ago - ...Magazine, Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking an Associate, Opportunity & Engagement Set-Up to join our Advisory Operations organization.Responsibilities:Assist with processing...H1bLocal areaWeekend work
KPMG
Columbus, OH2 days ago - Are you passionate about transforming finance through technology?As a Analytics Solutions Senior Associate, within the Finance Decision Optimization team, you will design and implement forecasting solutions that enhance process efficiency and meet stakeholder needs and...
JP Morgan Chase
Columbus, OH3 days ago - ...Seramount, Fair360 and others. If you're as passionate about your future as we are, join our team.KPMG is currently seeking a Senior Associate, Data Strategy Enablement and Innovation to join our Digital Nexus organization.Responsibilities:Contribute to the firm's AI and...H1bLocal area
KPMG
Columbus, OH4 days ago $95.86k - $208.27k
...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class... ...a career in Advisory.KPMG is currently seeking a Senior Associate, SAP Business Process Controls & Security to join our Advisory...H1bLocal areaKPMG
Columbus, OH1 day ago- ...our culture because it's an investment in our people, our future, and what we stand for as a firmKPMG is currently seeking a Senior Associate to join our Global Mobility Services (GMS) practice. Responsibilities:Write correspondence for companies with expatriate...Local area
KPMG
Columbus, OH1 day ago $76.6k - $127.6k
...business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the...Deloitte
Columbus, OH4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Wealth Advisor. Be the first to apply!
Related searches
- center associate Columbus, OH
- guest experience associate Columbus, OH
- senior associate attorney Columbus, OH
- social impact associate Columbus, OH
- part time associate Columbus, OH
- mental health associate Columbus, OH
- international program associate Columbus, OH
- associate professional Columbus, OH
- floor associate Columbus, OH
- team associated Columbus, OH