Associate Wealth Advisor

Job Overview

Associate Wealth Advisor – Corient

At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families preserve and grow their wealth for future generations. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

• Support the Wealth Advisor in delivering exceptional client services and take on less complex client relationships.
• Prepare wealth plans, financial updates, Net Worth Statements, Cash Flow analyses, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, and Charitable Planning.
• Assist in client meetings, document discussions, and drive follow‑up actions.
• Utilize advanced capability across all wealth, investment, and financial planning processes.
• Begin to develop independent client execution items and progressively manage client relationships.
• Understand client contracts, fee schedules, onboarding processes, and maintain active relationships with COI peers to support client team revenue.

• Bachelor’s degree
• 4‑8 years of experience in wealth management or related field
• CFP, CFA, CPA, JD, or MBA required
• Advanced knowledge of financial planning concepts and processes
• Proficiency with Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite, and Planning Software

• Develop others – mentoring and overseeing work
• Relationship/Practice Management
• Detail‑oriented with excellent analytical and organization skills
• Effective oral and written communication
• High emotional intelligence and situational awareness
• A proactive approach to work with ownership of projects and completion

• Work in an office environment, prolonged periods of sitting at a desk and computer work.
• Ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.

• Must be 18 years of age or older.
• Must submit to a background investigation; employment conditional upon successful completion.
• Must have unrestricted work authorization to work in the United States.
• Must execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Compensation range: $97,000 – $127,000 per year (based on experience, skills, and qualifications).

Benefits include 401(k) plan with employer matching, four medical plan options, employer‑paid dental, vision, and life insurance, short‑term and long‑term disability, paid maternity and parental leave, flexible spending accounts, health savings accounts, dependent care FSA, commuter & transit FSA, corporate discount program, training reimbursement, paid professional designations, community volunteer days, and more.

Corient is an equal‑opportunity employer. All candidates will be recruited and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, or genetic information or any other basis prohibited by law.