Associate Wealth Planner

CI Financial; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Medical plans

Dental & Vision

Disability insurance

Parental leave

FSAs/HSA

Commuter benefits

Discount program

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient, the world’s leading multi-family office, seeks an entry-level Associate Wealth Advisor to support Wealth Advisors in delivering comprehensive financial planning, investment analysis, and client service. You will help prepare plans, reports, tax and estate analyses, and coordinate activities for client meetings.

The role targets 0–3 years’ experience, a Bachelor’s degree, and progress toward CFP credentials. Proficiency with Salesforce, Office apps, and planning software is expected.

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelor’s degree in related field and working towards obtaining CFP credentials
• Typically, 0-3 years’ experience

Responsibilities

• Increases level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Completes financial plans, investment reports, tax and estate analysis as requested
• Time spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Data and information gathering
• Brings observations to Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Skills

Financial planning basics

Client relationships

Salesforce

Portfolio accounting

DocuSign

Microsoft Office

Planning software

Custodian interaction

Communication skills

Education

Bachelor's degree in related field

Tools

Portfolio accounting software

DocuSign

Salesforce

Job description

Corient, the world’s leading multi-family office, seeks an entry-level Associate Wealth Advisor to support Wealth Advisors in delivering comprehensive financial planning, investment analysis, and client service. You will help prepare plans, reports, tax and estate analyses, and coordinate activities for client meetings.

The role targets 0–3 years’ experience, a Bachelor’s degree, and progress toward CFP credentials. Proficiency with Salesforce, Office apps, and planning software is expected.