Associate Wealth Advisor-Cash Flow modeling

Corient; New York (NY); On-site; USD 100,000 - 195,000; Full time

Job summary

Corient is seeking an Associate Wealth Advisor to provide investment and financial planning for ultra-high-net-worth clients. This role involves collaborating with lead advisors, analyzing financial data, and mentoring junior colleagues, offering opportunities for professional growth in a supportive environment.

Benefits

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental and Vision Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days for community service

Qualifications

• 7+ years of experience in wealth management.
• Experience with cash flow modeling and trusts.
• Detail-oriented with strong teamwork skills.

Responsibilities

• Collaborate with lead advisor on financial plans.
• Analyze asset allocation and client financial data.
• Mentor colleagues and foster continuous learning.

Skills

Problem solving

Analytical skills

Communication

Client-first mentality

Education

Bachelor's degree in finance or related discipline

CFP designation or in process

Tools

eMoney

Excel

Job description

Associate Wealth Advisor-Cash Flow modeling

Associate Wealth Advisor-Cash Flow modeling

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This range is provided by Corient. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $195,000.00/yr

Direct message the job poster from Corient

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.

We are currently looking for an Associate Wealth Advisor to join our team. The Associate Wealth Advisor is a client facing role, working with a lead Advisor/ Partner, assisting in all investment and financial planning needs both externally and internally for an assigned book of clients. The candidate should have requisite wealth management experience working with ultra-high net worth private clients.

• Collaborate with lead advisor to help produce comprehensive financial plans and investment recommendations
• Generate complicated asset allocation proposals (numerous entities, internal and external assets, transitioning portfolios, etc)
• Analyze client financial planning data, prepare recommendations, and propose action items based on that data.
• Review and summarize complex Trust & Estate documents
• Synthesize client cash flow models to support planning recommendations
• The ability to grasp complex alternative investment strategies and articulate the value add within portfolio construction.
• Mentor and share knowledge with colleagues, fostering a culture of continuous learning.

Qualifications:

• Ideal candidate will have 7+ years of experience.
• Holds the CFP designation or in process of obtaining
• Bachelors’ degree in finance or related discipline
• Experience and comfortable reading and understanding trusts and planning techniques
• Experience with cash flow modeling or other financial planning tools; eMoney preferred
• "Client-first" mentality with the highest degree of integrity.
• Thoughtful and detail oriented
• Problem solving skills, sound business judgment, and result orientated
• Outstanding analytical and quantitative capabilities
• Creativity thinking; thinks outside the box and above and beyond conventional wisdom
• Proficiency in Excel necessary
• Team Player and excellent communication (written and oral) and interpersonal skills

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.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $100,000 - $195,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• 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
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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