Associate Wealth Advisor: Elite Planning & Client Impact

Corient Services LLC; Austin (TX); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

401(k) Plan with Employer Matching

Medical Plan Options (subsidized)

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health (H

Dependent Care FSA

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer Days/Community Giving

Zusammenfassung

Corient Services LLC is seeking a Wealth Advisor to partner with Wealth Advisors and deliver comprehensive planning solutions for high-net-worth clients. You will manage client relationships with proactive communication and provide detailed financial analyses.

The role requires 4–8 years of experience in wealth management, and credentials such as CFP/CFA/CPA/JD/MBA. Onsite four days per week with a collaborative, growth-focused culture.

Qualifikationen

• 4–8 years of experience in wealth management or related field.
• CFP, CFA, CPA, JD or MBA required.
• Strong understanding of wealth management, financial planning, and client relationships.

Aufgaben

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions.
• Manage client relationships through proactive communication and service.
• Prepare and present financial planning analyses, including net worth, cash flow, taxes, and estate planning.
• Support client meetings with materials and follow-up actions.
• Collaborate with investment professionals, planners, and tax specialists.

Ausbildung

Bachelor's degree

CFP or CFA or CPA or JD or MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office Suite

DocuSign

Jobbeschreibung

Corient Services LLC is seeking a Wealth Advisor to partner with Wealth Advisors and deliver comprehensive planning solutions for high-net-worth clients. You will manage client relationships with proactive communication and provide detailed financial analyses.

The role requires 4–8 years of experience in wealth management, and credentials such as CFP/CFA/CPA/JD/MBA. Onsite four days per week with a collaborative, growth-focused culture.