Associate Wealth Advisor

Corient Services LLC; Menlo Park (CA); On-site; USD 100,800 - 162,400; Full time

Benefits offered by this job

401(k) plan with employer matching

Employer-paid medical, dental, and vision insurance

Paid maternity and parental leave

Training reimbursement

Job summary

Corient Services LLC is looking for a dedicated professional to support the Wealth Advisor and deliver exceptional services to clients in Menlo Park, California. The role involves financial planning and client relationship management, requiring a Bachelor's degree and relevant experience, including certifications like CFP or CFA.

The candidate will benefit from a pay range of $100,800 to $162,400 per year, with a comprehensive benefits package including a 401(k) plan and employer-subsidized medical options.

Qualifications

• 4–8 years of relevant experience is required.
• Must be proactive and able to take ownership of projects.
• Competencies in developing others and practice management.

Responsibilities

• Support the Wealth Advisor in delivering exceptional services to clients.
• Prepare and make recommendations for client financial plans.
• Understand and manage processes related to client contracts and fee schedules.

Skills

Advanced knowledge of financial planning concepts and processes

Detail-oriented

Excellent analytical and organizational skills

Excellent written and oral communication skills

High emotional intelligence

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Suite

Planning software

Job description

Responsibilities

• Support the Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
• Develop advanced capability across all wealth, investment, and financial planning processes.
• Prepare and make recommendations for client financial plans, investments, and portfolio allocations.
• Assist in the preparation for client meetings, document discussions, and drive client follow‑up.
• Mentor others and provide oversight of work; play a primary role as a secondary advisor.
• Progress to greater independence related to client execution items and ultimately to client relationship management and independent decisions.
• Understand and manage processes related to client contracts, fee schedules, and onboarding.
• Maintain solid/active relationships with COI peers, providing critical support to the client team revenue.

Qualifications & Requirements

• Bachelor’s degree.
• 4–8 years of relevant experience.
• CFP, CFA, CPA, JD, or MBA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, and planning software.
• Competencies in developing others, relationship and practice management.
• Detail‑oriented with excellent analytical and organizational skills.
• Excellent written and oral communication skills.
• High emotional intelligence and situational awareness.
• Proactive approach to work with the ability to take ownership of projects and see them through to completion.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $100,800 - $162,400 USD per year. The range reflects a broad set of factors including experience, skills, knowledge, ability, education, licensure, certifications, and other business needs. Individual offers will be based on final candidate qualifications and experience.

Physical Requirements

The role requires working in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. It may also require the ability to lift up to 15 pounds. The position is required to work onsite four days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older. Must have unrestricted work authorization in the United States. For U.S. employment opportunities, the employer hires U.S. citizens or permanent residents. Applicants must be willing to execute the company’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by the employer.
• 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 programs.
• Training reimbursement.
• Paid professional designation reimbursement.
• Volunteer days for community service.

Equal Employment Opportunity Statement

We are an equal‑opportunity employer. All candidates will be recruited, 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.