Emerging Wealth Advisor: Grow Client Plans

CI Financial; Wayne (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot discount program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Wealth Advisor support professional in Wayne, PA to assist a Wealth Advisor with client service, planning, and portfolio allocations. The role emphasizes collaboration within a wealth management team and progression toward independent client relationships.

The candidate should have a bachelor’s degree, 3-6 years of experience, and CFP or CFA credentials, with strong knowledge of financial planning concepts and tools like Salesforce and planning software.

Qualifications

• Bachelor’s degree required.
• 3-6 years’ experience in wealth management.
• CFP or CFA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Office and planning software.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with potential to lead less complex client relationships.
• Advanced capability of wealth, investment, and financial planning processes.
• Prepare and make recommendations for client financial plans and investments and portfolio allocations.
• Assist in preparation for client meetings, document discussions, and drive client follow-up.
• Mentoring others and providing oversight of work.
• Primary role as secondary advisor.
• Progress to greater independence related to client execution items and client relationship management.
• Understand client contracts, fee schedules and onboarding processes.
• Maintain solid relationships with COI peers; support client team revenue.

Skills

Wealth management

Client relationships

Advanced planning knowledge

Education

Bachelor’s degree

CFP or CFA

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Planning software

Job description

Corient is seeking a Wealth Advisor support professional in Wayne, PA to assist a Wealth Advisor with client service, planning, and portfolio allocations. The role emphasizes collaboration within a wealth management team and progression toward independent client relationships.

The candidate should have a bachelor’s degree, 3-6 years of experience, and CFP or CFA credentials, with strong knowledge of financial planning concepts and tools like Salesforce and planning software.