Associate Wealth Advisor

Corient; Post (OR); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

A leading wealth management firm in Oregon seeks a skilled professional to support Wealth Advisors in delivering exceptional services. The ideal candidate has a Bachelor's degree and 4-8 years of experience in financial planning, coupled with advanced financial knowledge. Responsibilities include preparing client financial plans and assisting in meetings. The firm provides competitive pay, ranging between $100,000 and $140,000 annually, along with benefits like a 401(k) Plan and medical options.

Qualifications

• 4-8 years’ experience in financial planning or related field.
• Advanced knowledge of financial planning concepts and processes.
• Experience in report preparation and client interactions.

Responsibilities

• Support Wealth Advisor in delivering exceptional services.
• Prepare recommendations for client financial plans and investments.
• Assist in preparation for client meetings and document discussions.

Skills

Detail-oriented

Excellent analytical skills

Effective communication

High emotional intelligence

Education

Bachelor's degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

Microsoft Suite

DocuSign

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
• 4-8 years’ experience
• CFP, CFA, CPA, JD, or MBA required
• Advanced knowledge of financial planning concepts and processes
• Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Competencies

• Developing others
• Relationship/Practice Management
• Detail-oriented with excellent analytical and organization skills
• Communicate effectively, both orally and in writing
• High emotional intelligence and situational awareness
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion

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.

Pay Information

This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $100,000- 140,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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 one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.

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.