Aspiring Wealth Advisor | High-Net-Worth Planning

Corient; Austin (TX); Hybrid; USD 120.000 - 190.000; Vollzeit

Benefits dieser Stelle

401(k) with employer matching

Medical plans

Dental, Vision & Life Insurance

AD&D, Short/Long Disability

Paid Maternity & Parental Leave

FSA/HSA, Commuter & Transit

Perkspot Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Zusammenfassung

Corient seeks an Associate Wealth Advisor to join a client-focused team in Austin, TX. You will partner with senior Wealth Advisors to deliver comprehensive planning and investment guidance for high-net-worth clients, developing independence in client engagements and cross-disciplinary collaboration.

The role emphasizes strong analytical skills, relationship management, and the ability to progress toward leading client relationships, with onsite presence four days per week.

Qualifikationen

• Bachelor's degree required.
• 4–8 years of experience in wealth management or related field.
• CFP, CFA, CPA, JD or MBA required.
• Strong understanding of wealth management, financial planning, and client relationships.

Aufgaben

• Partner with Wealth Advisors to deliver comprehensive advice to high-net-worth clients.
• Prepare financial planning analyses and investment recommendations.
• Support client meetings with materials and follow-up actions.
• Mentor junior team members and contribute to growth-oriented culture.
• Collaborate with attorneys, accountants, and tax specialists.

Kenntnisse

Wealth management

Financial planning

Client relationships

Analytical skills

Communication

Ausbildung

CFP, CFA, CPA, JD, MBA required

Tools

Salesforce

Financial planning software

Portfolio accounting systems

DocuSign

Jobbeschreibung

Corient seeks an Associate Wealth Advisor to join a client-focused team in Austin, TX. You will partner with senior Wealth Advisors to deliver comprehensive planning and investment guidance for high-net-worth clients, developing independence in client engagements and cross-disciplinary collaboration.

The role emphasizes strong analytical skills, relationship management, and the ability to progress toward leading client relationships, with onsite presence four days per week.