Associate Wealth Advisor

Corient; Wayne (PA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Paid Maternity & Parental Leave

Training Reimbursement

Corporate Discount Program - Perkspot

Volunteer days for community service

Job summary

Corient in Wayne, Pennsylvania seeks a dedicated professional to support Wealth Advisors in delivering top-notch services to clients. The role involves preparing financial plans, mentoring others, and developing client relationships.

The ideal candidate will have a Bachelor’s degree, 3-6 years of relevant experience, and must possess a CFP or CFA designation. Technology experience with Salesforce and Portfolio Accounting Software is highly preferred.

Qualifications

• 3-6 years’ experience required.
• Experience with technology relevant to financial planning.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients.
• Prepare and make recommendations for client financial plans and investments.
• Assist in preparation for client meetings and drive follow-up.

Skills

Advanced knowledge of financial planning concepts and processes

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

Developing others

Education

Bachelor’s degree

CFP or CFA required

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Join a team that values your ambition and empowers your growth.

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

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

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.