Associate Wealth Advisor: Growth & UHNW Impact

Corient; Menlo Park (CA); On-site; USD 101,000 - 162,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA/Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations support

Volunteer days

Job summary

Corient seeks a skilled wealth management professional to support senior advisors, delivering comprehensive financial planning and investment guidance for high-net-worth clients. You’ll prepare plans, document client discussions, and help guide relationships with increasing independence over time.

In this role you’ll mentor teammates, manage onboarding, and ensure accurate contracts and fee structures are reflected in client workflows.

Qualifications

• Bachelor’s degree required and applicable professional certifications (CFP/CFA/CPA/JD/MBA).
• 4–8 years’ experience in wealth management or related field.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite and planning software.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with potential to lead less complex client relationships.
• Execute advanced wealth, investment and financial planning processes.
• Prepare client financial plans and investment recommendations; document discussions and follow up.
• Assist in meeting preparation and client communications; mentor others.

Skills

Relationship/Practice Management

Detail-oriented

Communication

Mentoring others

Ownership/Proactivity

Education

CFP/CFA/CPA/JD/MBA

Bachelor’s degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient seeks a skilled wealth management professional to support senior advisors, delivering comprehensive financial planning and investment guidance for high-net-worth clients. You’ll prepare plans, document client discussions, and help guide relationships with increasing independence over time.

In this role you’ll mentor teammates, manage onboarding, and ensure accurate contracts and fee structures are reflected in client workflows.