Associate Wealth Advisor

Corient Services LLC; San Diego (CA); On-site; USD 80,000 - 155,700; Full time

Benefits offered by this job

401(k) Matching

Medical plans

Dental & Vision Insurance

Disability Insurance

Parental Leave

HSA

Dependent Care FSA

Commuter FSA

Discount program

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient Services LLC in California is seeking a seasoned Wealth Advisor with 4–8 years of experience to support senior advisors and advance toward independent client management. You will handle wealth planning processes, portfolio allocations, and client meetings preparation in a fast-paced environment.

The role requires a Bachelor's degree and advanced credentials such as CFP/CFA/CPA/JD/MBA, with proficiency in Salesforce, planning software, and Microsoft Office.

Qualifications

• Bachelor's degree is required; professional certifications are preferred.
• CFP, CFA, CPA, JD, or MBA are required/licensed credentials.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Office, and planning software.
• Ability to develop others, manage relationships, and practice management.
• Detail-oriented with strong analytical and organizational skills.
• Excellent oral and written communication with high EI.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with potential to lead less complex client relationships.
• Provide advanced capability of all wealth, investment, and financial planning processes.
• Begin to prepare and make recommendations for client financial plans, investments, and portfolio allocations.
• Assist in preparation for client meetings, document discussions, and drive client follow-up.
• Mentor others and provide oversight of work.
• Act as a secondary advisor, progressing to greater independence related to client execution items and ultimately client relationship management.
• Understand client contracts, fee schedules, and onboarding process.
• Develop solid relationships with COI peers and provide critical support to client team revenue.

Skills

Client relationship management

Leadership

Communication

Analytical skills

Education

CFP

CFA

CPA

JD

MBA

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

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 enjoy a full life, preserve their wealth for future generations, and support the causes and communities they care about.

Responsibilities

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

Qualifications & Requirements

• Bachelor's degree.
• 4–8 years of 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.
• Ability to develop others, manage relationships, and practice management.
• Detail‑oriented with excellent analytical and organization skills.
• Effective oral and written communication.
• High emotional intelligence and situational awareness.
• Proactive approach and ability to take ownership of projects and see them through to completion.

Pay Information

Position exempt, paid according to the laws of the State of California. Pay range: $80,000–$155,700 USD per year.

Physical Requirements

Work in an office environment, prolonged sitting at a desk, use of a computer. Ability to lift up to 15 pounds. Required onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years or older and have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents; E‑Verify is used after acceptance of an offer. Candidates must be willing to execute Corient's Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Volunteer days for community giving

Equal Opportunity Employer

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.