Associate Wealth Advisor

Corient Services LLC; Seattle (WA); On-site; USD 96,600 - 122,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Subsidized Medical Plan options

Employer-paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days

Job summary

Corient Services LLC is seeking a qualified individual to join their Seattle team as a Wealth Advisor Support. This role involves assisting in delivering financial services, mentoring, and managing client relationships. Candidates should possess a strong background in financial planning and advanced software proficiency.

The position offers a competitive salary ranging from $96,600 to $122,000 annually, commensurate with experience and skills.

Qualifications

• 4-8 years’ experience in a relevant field.
• Advanced capability in wealth, investment, and financial planning processes.
• Ability to mentor others and manage client relationships.

Responsibilities

• Support Wealth Advisor in delivering services to clients.
• Prepare recommendations for client financial plans.
• Assist in preparation for client meetings.

Skills

Advanced knowledge of financial planning concepts

Experience with Salesforce

Detail-oriented

Effective oral and written communication

High emotional intelligence

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio accounting software

Microsoft Suite

Job description

Overview

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.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
• Demonstrate advanced capability of all wealth, investment, and financial planning processes.
• Prepare and make recommendations for client financial plans, investments, and portfolio allocations.
• Assist in preparation for client meetings, documenting discussions, and driving client follow‑up.
• Mentor others and provide oversight of work.
• Act as a secondary advisor and progress to greater independence in client execution items, client relationship management, and independent decisions.
• Understand client contracts, fee schedules, and onboarding processes.
• Maintain solid and active relationships with COI peers to provide critical support to the 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 Salesforce, portfolio accounting software, DocuSign, MicrosoftSuite, and planning software.

Competencies

• Developing others.
• Relationship/Practice Management.
• Detail‑oriented with excellent analytical and organizational skills.
• Effective oral and written communication.
• 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 Washington. The pay range for this position is $96,600‑$122,000USD per year.

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. It 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 18years of age or older, have unrestricted work authorization, and be a U.S. citizen or permanent resident. Proof of work authorization is required. Corient participates in E‑Verify and requires acceptance of the Employee Agreement and confidentiality agreements.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are 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

Equal Opportunity Employer Statement

Corient is 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.