Aspiring Wealth Advisor — Path to Lead

Corient; Dallas (TX); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) with match

Medical, dental, vision insurance

Disability insurance

Parental leave

FSA/HSA options

Commuter benefits

Training reimbursement

Professional designations support

Volunteer days

Job summary

Corient is seeking an experienced Wealth Advisor support professional to partner with senior advisors in delivering comprehensive financial planning for high-net-worth clients. You will conduct analyses, prepare presentations, and help manage client relationships with proactive communication.

The role offers collaboration across investment, tax, and estate planning teams, mentorship for junior staff, and opportunities to advance into lead wealth advisory positions within a growth-focused firm.

Qualifications

• Bachelor's degree required.
• CFP, CFA, CPA, JD, or MBA credentials preferred.
• Experience in wealth management or related field.
• Strong analytical and communication skills.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive planning for high-net-worth clients.
• Prepare and present financial planning analyses including net worth, cash flow, retirement, taxes, and estate planning.
• Support client meetings with materials, notes, and follow-up actions.
• Collaborate with investment professionals, planners, tax specialists, and other stakeholders.
• Mentor junior team members and help grow the advisory practice.
• Assist in business development to deepen client relationships.

Skills

Wealth management

Client relationships

Financial planning

Analytical thinking

Communication skills

Education

CFP

CFA

CPA

MBA

Tools

Salesforce

DocuSign

Portfolio accounting

Microsoft Office

Financial planning software

Job description

Corient is seeking an experienced Wealth Advisor support professional to partner with senior advisors in delivering comprehensive financial planning for high-net-worth clients. You will conduct analyses, prepare presentations, and help manage client relationships with proactive communication.

The role offers collaboration across investment, tax, and estate planning teams, mentorship for junior staff, and opportunities to advance into lead wealth advisory positions within a growth-focused firm.