Associate Wealth Advisor - Growth & Client Impact

Corient Private Wealth LLC.; Pennsylvania; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental and Vision Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience and is certified as a CFP or CFA.

Benefits include a 401(k) plan with employer matching, multiple medical plans, insurance coverage, and a comprehensive employee experience. Candidates must also have strong understanding of investment processes and technology tools like Salesforce.

Qualifications

• 3-6 years’ experience in financial planning or wealth management.
• Advanced capability of all wealth and investment processes.
• Experience with Salesforce and financial planning software.

Responsibilities

• Support Wealth Advisor in service delivery to clients.
• Prepare client financial plans and investment recommendations.
• Assist in documenting discussions and following up with clients.

Skills

Financial planning concepts

Investment analysis

Client relationship management

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Education

Bachelor’s degree

CFP or CFA certification

Job description

Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience and is certified as a CFP or CFA.

Benefits include a 401(k) plan with employer matching, multiple medical plans, insurance coverage, and a comprehensive employee experience. Candidates must also have strong understanding of investment processes and technology tools like Salesforce.