Associate Wealth Advisor

Corient Private Wealth LLC.; Morristown (NJ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in wealth management is seeking motivated individuals to join their dynamic team. This role offers the opportunity to support high-net-worth clients while developing your skills in a collaborative environment. You will assist in delivering exceptional service, preparing financial analyses, and managing client relationships. With a commitment to employee growth and a focus on exceeding client expectations, this firm provides a unique chance to make a significant impact in the financial sector. If you're ready to elevate your career in a supportive and empowering atmosphere, this opportunity is perfect for you.

Benefits

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Paid Professional Designations

Volunteer days for community service

Qualifications

• 4-8 years of relevant experience in wealth management or financial services.
• Proficiency in Microsoft Office, especially Excel, is essential.

Responsibilities

• Support Wealth Advisors in delivering services to clients.
• Prepare customized financial reports and analyses for clients.

Skills

Family Office Experience

Microsoft Office (Excel)

Analytical Skills

Communication Skills

Detail-oriented

Proactive Approach

Relationship Management

Education

Relevant Experience (4-8 years)

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

• Supporting WAs in delivering services to clients, with the potential to lead less complex client relationships.
• Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.
• Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.
• Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.
• Updating trade sheets during investment implementations and providing support as needed across client teams.

Qualifications & Requirements

• Family Office Experience, a plus
• 4-8 years of relevant experience
• Proficiency in Microsoft Office, especially Excel
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
• Advanced knowledge of financial planning concepts and processes
• Strong understanding of investment offering, investment analysis, and building client portfolios
• Developing others
• Relationship/Practice Management

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

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.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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.

About Us

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.