Associate Wealth Advisor

Corient Services LLC; Shaker Heights (OH); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with employer matching

Medical, dental, vision & life

Job summary

Corient is seeking an experienced wealth planning professional to partner with Wealth Advisors in delivering comprehensive planning solutions for high-net-worth clients. You will help manage client relationships, prepare analyses, and coordinate with investment, tax, and estate planning specialists.

The role requires 4–8 years in wealth management, a relevant credential (CFP/CFA/CPA/JD/MBA), and strong communication skills.

Qualifications

• Bachelor's degree required.
• CFP®, CFA®, CPA, JD or MBA required.
• 4–8 years of experience in wealth management, financial planning, investment advisory, private banking, or related field.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience preparing and presenting financial planning recommendations to affluent clients.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high‑net‑worth clients.
• Serve as a key member of the advisory team, helping manage client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses (net worth, cash flow, retirement, tax projections, estate planning, education funding).
• Support client meetings by preparing materials and documenting key discussions.
• Develop independent responsibility for client planning engagements and relationship management.
• Collaborate with investment professionals, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain relationships with attorneys, accountants, and other advisors.
• Mentor junior team members and contribute to a growth-oriented culture.
• Support business development and identify opportunities to deepen client relationships.

Skills

Wealth management

Client relationships

Analytical skills

Communication skills

Salesforce

DocuSign

Microsoft Office

Education

Bachelor's degree

CFP®, CFA®, CPA, JD, or MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office Suite

DocuSign

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.

What You'll Do

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
• Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses, including: Net worth analysis Cash flow and retirement planning Tax projections and planning strategies Equity compensation and stock option planning Estate and wealth transfer planning Insurance analysis Education funding strategies Charitable and philanthropic planning Investment and asset allocation recommendations
• Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
• Develop increasingly independent responsibility for client planning engagements and relationship management.
• Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
• Mentor junior team members and contribute to a collaborative, growth-oriented culture.
• Support business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.

Why This Opportunity? Clear path toward becoming a lead Wealth Advisor. Exposure to sophisticated financial planning and wealth management strategies. Opportunity to work with successful entrepreneurs, executives, business owners, and multigenerational families. Collaborative environment that encourages mentorship, professional development, and career advancement. Access to a broad platform of planning, investment, tax, and estate resources that enable advisors to focus on delivering exceptional client outcomes.

What We're Looking For

• Bachelor's degree required.
• 4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
• CFP®, CFA®, CPA, JD, or MBA required.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience preparing and presenting financial planning recommendations to affluent clients.
• Strong analytical, organizational, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Experience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.

Key Success Traits

• Client-focused and relationship-driven.
• High emotional intelligence and professional maturity.
• Strong attention to detail and commitment to excellence.
• Collaborative team player who enjoys mentoring and developing others.
• Proactive, self-motivated, and accountable.
• Demonstrated ability to take ownership of projects and follow them through to successful completion.

Join Corient If you're looking for an opportunity to accelerate your career, work with sophisticated clients, and grow into a trusted Wealth Advisor role within a rapidly expanding firm, we'd love to hear from you.

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 the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. 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. 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. 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. 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.