Associate Wealth Advisor – UHNW Planning

Corient; San Antonio (TX); Presencial; USD 105.000 - 160.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with employer matching

Medical plan options

Dental and Vision insurance

Life and AD&D insurance

Short/Long-term disability

Descripción de la vacante

Corient seeks an Associate Wealth Advisor to partner with senior wealth advisors and deliver comprehensive financial planning for high-net-worth clients. You will prepare analyses, model net worth, cash flow, retirement and tax strategies, and collaborate with investment professionals to drive integrated wealth management solutions.

The role emphasizes mentorship, growth, and career advancement in a collaborative team at Corient, a leading global wealth management firm.

Formación

• Requires Bachelor's degree; CFP, CFA, CPA, JD, or MBA preferred.
• 4–8 years in wealth management or related field.
• Strong knowledge of wealth management, financial planning, and client relationship management.
• Experience presenting financial planning recommendations to affluent clients.
• Proficient with wealth management tech platforms (Salesforce, planning software, portfolio systems, MS Office, DocuSign).

Responsabilidades

• Partner with Wealth Advisors to deliver comprehensive planning advice to high-net-worth clients.
• Prepare and present financial analyses including net worth, cash flow, retirement, tax projections, and estate planning.
• Support client meetings with materials and follow-up actions.
• Collaborate with investment professionals and tax specialists to deliver integrated advice.

Conocimientos

Wealth management

Financial planning

Client relationship

Analytical skills

Communication skills

Educación

Bachelor's degree

CFP

CFA

CPA

JD or MBA

Herramientas

Salesforce

DocuSign

Microsoft Office

Portfolio accounting systems

Financial planning software

Descripción del empleo

Corient seeks an Associate Wealth Advisor to partner with senior wealth advisors and deliver comprehensive financial planning for high-net-worth clients. You will prepare analyses, model net worth, cash flow, retirement and tax strategies, and collaborate with investment professionals to drive integrated wealth management solutions.

The role emphasizes mentorship, growth, and career advancement in a collaborative team at Corient, a leading global wealth management firm.