What are the responsibilities and job description for the Associate Wealth Advisor position at Corient?
At Corient, we empower your growth and value your ambition.
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.
Job Description
We are 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
- Supporting Wealth Advisors in delivering services to clients, with the potential to lead less complex client relationships.
- Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.
- Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.
- Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.
- Updating trade sheets during investment implementations and providing support as needed across client teams.
Qualifications & Requirements
- Bachelor's degree
- CFP designation
- Family Office Experience, a plus
- 7 years of relevant experience
- Proficiency in Microsoft Office, especially Excel
- Strong integrity and ability to maintain confidentiality.
- Excellent team player with strong communication skills
- Detail-oriented with excellent analytical and organizational abilities.
- A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
Competencies
- Advanced knowledge of financial planning concepts and processes
- Strong understanding of investment offering, investment analysis, and building client portfolios
- Developing others
- Relationship/Practice Management
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.
- 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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
- Must have unrestricted work authorization to work in the United States.
- 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.
- Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement.
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
