Associate Wealth Advisor
Client-focused role supporting wealth planning for high-net-worth individuals, requiring strong analytical, organizational, and collaborative skills. Generous benefits. CFP preferred. Fast-growing firm.
Aperçu du poste
The Associate Wealth Advisor role offers a chance to support high-net-worth clients and their families. This is a full-time, client-facing position.
The job typically requires a bachelor’s degree and a CFP designation, plus several years of wealth management experience. Family office experience is a plus.
The position comes with a comprehensive benefits package including medical, dental, and vision coverage, paid parental leave, and retirement plans.
Corient seeks candidates committed to integrity, confidentiality, and client service excellence. Strong communication and analytical skills are crucial.
Working onsite a set number of days per week is expected. Reasonable accommodations are available for individuals with disabilities.
Responsabilités quotidiennes
Supporting wealth advisors in client servicing is a key part of the job. This includes onboarding, managing information, and coordinating with service providers.
You’ll prepare customized financial reports for clients. Creating presentation materials and assisting with recommendations is common.
Documenting client meetings and managing follow-up actions is required. Organizational support ensures a seamless client experience.
Updating trade sheets and providing investment support are regular tasks. Attention to detail and proactive work style are valuable.
The role might also involve leading relationships with select clients, depending on complexity and experience level.
Avantages du rôle
Corient offers a highly supportive benefits structure, including employer-paid insurance and generous matching on retirement plans.
If professional development matters, training reimbursement and paid designations are attractive perks offered here.
Inconvénients potentiels
The requirement to work onsite most of the week may challenge those seeking remote flexibility or a work-from-home setup.
Expectations for organizational rigor and follow-through are high, which might prove demanding for some applicants, especially early in their careers.
Verdict final
The Associate Wealth Advisor position is best suited to those with a passion for client service and a foundation in wealth management. For professionals eager to grow within a dynamic organization, this is a compelling opportunity.
