Associate Wealth Advisor — Path to Lead for UHNW Clients

Corient Services LLC; Shaker Heights (OH); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) with employer matching

Medical, dental, vision & life

Job summary

Corient is seeking an experienced wealth planning professional to partner with Wealth Advisors in delivering comprehensive planning solutions for high-net-worth clients. You will help manage client relationships, prepare analyses, and coordinate with investment, tax, and estate planning specialists.

The role requires 4–8 years in wealth management, a relevant credential (CFP/CFA/CPA/JD/MBA), and strong communication skills.

Qualifications

• Bachelor's degree required.
• CFP®, CFA®, CPA, JD or MBA required.
• 4–8 years of experience in wealth management, financial planning, investment advisory, private banking, or related field.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience preparing and presenting financial planning recommendations to affluent clients.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high‑net‑worth clients.
• Serve as a key member of the advisory team, helping manage client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses (net worth, cash flow, retirement, tax projections, estate planning, education funding).
• Support client meetings by preparing materials and documenting key discussions.
• Develop independent responsibility for client planning engagements and relationship management.
• Collaborate with investment professionals, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain relationships with attorneys, accountants, and other advisors.
• Mentor junior team members and contribute to a growth-oriented culture.
• Support business development and identify opportunities to deepen client relationships.

Skills

Wealth management

Client relationships

Analytical skills

Communication skills

Salesforce

DocuSign

Microsoft Office

Education

Bachelor's degree

CFP®, CFA®, CPA, JD, or MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office Suite

DocuSign

Job description

Corient is seeking an experienced wealth planning professional to partner with Wealth Advisors in delivering comprehensive planning solutions for high-net-worth clients. You will help manage client relationships, prepare analyses, and coordinate with investment, tax, and estate planning specialists.

The role requires 4–8 years in wealth management, a relevant credential (CFP/CFA/CPA/JD/MBA), and strong communication skills.