Emerging Wealth Advisor - Grow to Lead Client Relationships

Corient Services LLC; Menlo Park (CA); Sur place; USD 98 000 - 162 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical plan options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Flexible Spending Accounts

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Résumé du poste

Corient seeks a skilled wealth management professional to support the Wealth Advisor, preparing financial plans and recommendations for clients. You will assist in client meetings, document discussions, and drive follow-up while mentoring peers and advancing toward independent client relationships.

The role emphasizes collaboration, advanced financial planning knowledge, and ongoing professional development within a leading U.S. wealth management platform.

Qualifications

• Bachelor’s degree in finance or related field; 4-8 years’ experience; CFP, CFA, CPA, JD, or MBA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, and planning software.

Responsabilités

• Support Wealth Advisor in delivering exceptional services to clients, with potential to lead less complex client relationships.
• Prepare and make recommendations for client financial plans and portfolio allocations.
• Assist in preparing for client meetings and documenting discussions; drive client follow-up.
• Mentor others and provide oversight of work.
• Progress to greater independence related to client execution items and client relationship management.

Connaissances

Financial planning

Wealth management

Client relations

Technical proficiency

Collaboration

Formation

Bachelor’s degree in finance or related field

Outils

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Planning software

Description du poste

Corient seeks a skilled wealth management professional to support the Wealth Advisor, preparing financial plans and recommendations for clients. You will assist in client meetings, document discussions, and drive follow-up while mentoring peers and advancing toward independent client relationships.

The role emphasizes collaboration, advanced financial planning knowledge, and ongoing professional development within a leading U.S. wealth management platform.