Emerging Wealth Advisor: Client Strategy & Growth

Corient Services LLC; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) Match

Medical plan

Dental & Vision

Disability insurance

Parental leave

FSA

Transit FSA

Training reimbursement

Professional designations

Volunteer days

Perkspot discounts

Job summary

Corient seeks a skilled Wealth Advisor support professional in Columbus, OH. The role focuses on assisting from wealth, investment planning, and portfolio allocations, with potential to lead less complex client relationships.

You will prepare client plans, document discussions, and drive follow-up, mentoring others as you progress toward independent decision-making. The candidate should have a Bachelor’s degree with 3–6 years’ CFP or CFA experience and strong knowledge of planning concepts,

Qualifications

• Bachelor’s degree; 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, analysis, and building client portfolios.
• Developing others.

Responsibilities

• Support Wealth Advisor in delivering services, with potential to lead less complex client relationships.
• Advanced capability of wealth, investment and financial planning processes.
• Prepare client financial plans and portfolio allocations.
• Assist in meeting prep, document discussions, and client follow-up.
• Mentoring others and providing oversight of work.
• Primary role is as secondary advisor and progress to independent decisions.
• Understand client contracts, fee schedules and onboarding processes.
• Maintain solid relationships with COI peers and support client team revenue.

Skills

CFP/CFA

Wealth planning

Client relations

Mentoring

Portfolio analysis

Financial analysis

Education

Bachelor's degree

CFP or CFA required

Tools

Salesforce

Portfolio accounting

DocuSign

Microsoft Suite

Planning software

Job description

Corient seeks a skilled Wealth Advisor support professional in Columbus, OH. The role focuses on assisting from wealth, investment planning, and portfolio allocations, with potential to lead less complex client relationships.

You will prepare client plans, document discussions, and drive follow-up, mentoring others as you progress toward independent decision-making. The candidate should have a Bachelor’s degree with 3–6 years’ CFP or CFA experience and strong knowledge of planning concepts,