Associate Wealth Advisor

Corient Services LLC; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) Match

Medical plan

Dental & Vision

Disability insurance

Parental leave

FSA

Transit FSA

Training reimbursement

Professional designations

Volunteer days

Perkspot discounts

Job summary

Corient seeks a skilled Wealth Advisor support professional in Columbus, OH. The role focuses on assisting from wealth, investment planning, and portfolio allocations, with potential to lead less complex client relationships.

You will prepare client plans, document discussions, and drive follow-up, mentoring others as you progress toward independent decision-making. The candidate should have a Bachelor’s degree with 3–6 years’ CFP or CFA experience and strong knowledge of planning concepts,

Qualifications

• Bachelor’s degree; 3–6 years’ experience; CFP or CFA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software.
• Strong understanding of investments, analysis, and building client portfolios.
• Developing others.

Responsibilities

• Support Wealth Advisor in delivering services, with potential to lead less complex client relationships.
• Advanced capability of wealth, investment and financial planning processes.
• Prepare client financial plans and portfolio allocations.
• Assist in meeting prep, document discussions, and client follow-up.
• Mentoring others and providing oversight of work.
• Primary role is as secondary advisor and progress to independent decisions.
• Understand client contracts, fee schedules and onboarding processes.
• Maintain solid relationships with COI peers and support client team revenue.

Skills

CFP/CFA

Wealth planning

Client relations

Mentoring

Portfolio analysis

Financial analysis

Education

Bachelor's degree

CFP or CFA required

Tools

Salesforce

Portfolio accounting

DocuSign

Microsoft Suite

Planning software

Job description

Join a team that values your ambition and empowers your growth At Corient, 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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always 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

• Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
• Advanced capability of all wealth, investment, and financial planning processes
• Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
• Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
• Mentoring others and providing oversight of work
• Primary role is as secondary advisor
• Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
• Business process - understanding of client contracts, fee schedules and the onboarding process
• Solid/active relationships with COI peers; provides critical support to client team revenue

Qualifications & Requirements

• Bachelor’s degree 3-6 years’ experience CFP or CFA required
• Advanced knowledge of financial planning concepts and processes
• Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software Competencies
• Advanced knowledge of financial planning concepts and processes
• Strong understanding of investments, investment analysis, and building client portfolios
• Developing others

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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. 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 have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. 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. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

• 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

Corient is the world's largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry's only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses. At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.