Associate Wealth Advisor

Corient Services LLC; Westbrook (CT); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Health Insurance Options

Paid Professional Designations

Volunteer Days

Job summary

Corient Services LLC in Westbrook, CT, seeks a Financial Advisor to support Wealth Advisors, manage client relationships, and drive financial planning activities. Candidates should have 4-8 years of experience with relevant certifications like CFP, CFA, CPA, JD, or MBA.

This role is pivotal in delivering exceptional services to high-net-worth clients, ensuring effective financial management. The position offers a competitive salary range of $100,000-$140,000 annually, alongside comprehensive benefits including 401(k) matching and various insurance plans.

Qualifications

• 4-8 years’ experience in a relevant role.
• Advanced knowledge of financial planning and investment processes.
• Proactive approach with ownership of projects.

Responsibilities

• Support Wealth Advisor in delivering exceptional services.
• Prepare and make recommendations for client financial plans.
• Maintain relationships with COI peers.

Skills

Financial planning concepts

Analytical skills

Communication

Detail-oriented

Relationship management

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

Microsoft Suite

Planning Software

DocuSign

Job description

About the Role

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.
• Begin preparing and making recommendations for client financial plans and investments and portfolio allocations.
• Assist in preparation for client meetings, documenting discussions, and driving client follow-up.
• Mentor others and provide oversight of work.
• Primary role is as secondary advisor.
• Progress to greater independence related to client execution items and ultimately client relationship management and independent decisions.
• Understand business processes: client contracts, fee schedules and the onboarding process.
• Maintain solid/active relationships with COI peers; provide critical support to 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, Microsoft Suite, Planning Software.
• Developing others, relationship/practice management.
• Detail-oriented with excellent analytical and organization skills.
• Effective communication, both oral and written.
• High emotional intelligence and situational awareness.
• Proactive approach to work, with ownership of projects and seeing them through to completion.

Compensation

This position is exempt and is paid according to the laws of the State of Massachusetts. The pay range for this position is $100,000-140,000 USD per year.

Benefits

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

Equal Opportunity

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.