Associate Wealth Advisor - Path to Independent Clients

Corient; Columbus (OH); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options subsidized by Cor

Dental, Vision & Life and AD&D Insur

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health S

Dependent Care FSA

Commuter & Transit FSA

Training ReimbursementPaid Professiona

Giving back to the community - Volunte

Job summary

Corient is a leading multi-family-office and wealth manager focused on ultra-high- and high-net-worth clients. The role supports a Wealth Advisor, helping deliver client-centered financial planning and investment guidance, with increasing independence over time.

You will prepare client meetings, document discussions, and assist in portfolio allocations, while mentoring teammates and ensuring strong client relationships. Onsite in Columbus, a collaborative team environment.

Qualifications

• 3-6 years’ experience
• CFP or CFA required
• Advanced knowledge of financial planning concepts and processes
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Strong understanding of investments, investment analysis, and building client portfolios
• Developing others

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
• Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
• Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
• Mentoring others and providing oversight of work
• Primary role is as secondary advisor
• Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
• Business process - understanding of client contracts, fee schedules and the onboarding process
• Solid/active relationships with COI peers; provides critical support to client team revenue

Skills

3-6 years’ experience

Advanced knowledge of financial plan​

Strong investments knowledge

Developing others

Education

CFP or CFA

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is a leading multi-family-office and wealth manager focused on ultra-high- and high-net-worth clients. The role supports a Wealth Advisor, helping deliver client-centered financial planning and investment guidance, with increasing independence over time.

You will prepare client meetings, document discussions, and assist in portfolio allocations, while mentoring teammates and ensuring strong client relationships. Onsite in Columbus, a collaborative team environment.