Associate Wealth Advisor

Corient Services LLC; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with employer matching

Employer-paid dental, vision, life insurance

Paid maternity and parental leave

Training reimbursement

Job summary

Corient Services LLC is looking for an experienced Wealth Advisor Assistant to join our team in Houston, Texas. The successful candidate will provide comprehensive support to Wealth Advisors, managing client relationships, preparing financial plans, and coordinating meetings to ensure exceptional client service.

The ideal applicant will have a Bachelor's degree and professional certifications such as CFP or CFA, along with 4-8 years of relevant experience. We offer great benefits, including a 401(k) plan with employer matching and generous health coverage.

Qualifications

• 4-8 years of experience in wealth management or related field is required.
• Advanced knowledge of financial planning processes is expected.
• Proficient with technology tools related to financial planning.

Responsibilities

• Support Wealth Advisor in delivering exceptional services.
• Prepare and recommend client financial plans and investments.
• Act as a secondary advisor and mentor colleagues.

Skills

Analytical skills

Communication skills

Detail-oriented

Client relationship management

Financial planning knowledge

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Financial planning software

Job description

Role Summary

We are seeking an experienced Wealth Advisor Assistant to provide comprehensive administrative, financial, technical, and organizational support to our Wealth Advisors. The role involves managing client relationships, preparing financial plans, coordinating meetings, and enabling the Advisors to deliver exceptional client service.

Responsibilities

• Support Wealth Advisor in delivering exceptional services and potentially lead less complex client relationships.
• Apply advanced knowledge of wealth, investment, and financial planning processes.
• Prepare and recommend client financial plans, investments, and portfolio allocations.
• Assist in client meeting preparation, document discussions, and drive follow‑up actions.
• Mentor colleagues and provide oversight of work.
• Act as a secondary advisor and progress toward greater independence in client execution and relationship management.
• Understand client contracts, fee schedules, and onboarding processes.
• Maintain solid relationships with COI peers to support client team revenue.

Qualifications & Requirements

• Bachelor’s degree.
• 4‑8 years of experience in wealth management or related field.
• CFP, CFA, CPA, JD, or MBA required.
• Advanced knowledge of financial planning concepts and processes.
• Proficiency with technology tools such as Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Office, and financial planning software.
• Competencies in developing others and relationship/practice management.
• Detail‑oriented with strong analytical and organizational skills.
• Effective communication skills, both oral and written.
• High emotional intelligence and situational awareness.
• Proactive, self‑motivated approach with ownership of projects.

Physical Requirements

The position requires the physical ability to work in an office environment, including prolonged periods of sitting at a desk and operating a computer. The role may involve lifting up to 15 pounds and requires onsite work 4 days per week.

Benefits

• 401(k) Plan with employer matching
• Four medical plans with generous subsidies
• Employer‑paid dental, vision, life, and AD&D insurance
• Employer‑paid short‑term and long‑term disability
• Paid maternity and parental leave
• Flexible Spending Accounts and Health Savings Accounts
• Dependent care FSA
• Commuter and transit FSA
• Corporate discount program (Perkspot)
• Training reimbursement
• Paid professional designations
• Volunteer days

EEO Statement

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.