Associate Wealth Advisor

CI Financial; Wayne (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot discount program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Wealth Advisor support professional in Wayne, PA to assist a Wealth Advisor with client service, planning, and portfolio allocations. The role emphasizes collaboration within a wealth management team and progression toward independent client relationships.

The candidate should have a bachelor’s degree, 3-6 years of experience, and CFP or CFA credentials, with strong knowledge of financial planning concepts and tools like Salesforce and planning software.

Qualifications

• Bachelor’s degree required.
• 3-6 years’ experience in wealth management.
• CFP or CFA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Office and planning software.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with potential to lead less complex client relationships.
• Advanced capability of wealth, investment, and financial planning processes.
• Prepare and make recommendations for client financial plans and investments and portfolio allocations.
• Assist in preparation for client meetings, document discussions, and drive client follow-up.
• Mentoring others and providing oversight of work.
• Primary role as secondary advisor.
• Progress to greater independence related to client execution items and client relationship management.
• Understand client contracts, fee schedules and onboarding processes.
• Maintain solid relationships with COI peers; support client team revenue.

Skills

Wealth management

Client relationships

Advanced planning knowledge

Education

Bachelor’s degree

CFP or CFA

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 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

• 3-6 years’ experience

• CFP or CFA required

• Advanced knowledge of financial planning concepts and processes

• Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Competencies

• Advanced knowledge of financial planning concepts and processes

• Strong understanding of investments, investment analysis, and building client portfolios

• Developing others

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

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

• 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.

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.