Emerging Wealth Advisor: Growth & Client Leadership

Corient; Wayne (PA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Paid Maternity & Parental Leave

Training Reimbursement

Corporate Discount Program - Perkspot

Volunteer days for community service

Job summary

Corient in Wayne, Pennsylvania seeks a dedicated professional to support Wealth Advisors in delivering top-notch services to clients. The role involves preparing financial plans, mentoring others, and developing client relationships.

The ideal candidate will have a Bachelor’s degree, 3-6 years of relevant experience, and must possess a CFP or CFA designation. Technology experience with Salesforce and Portfolio Accounting Software is highly preferred.

Qualifications

• 3-6 years’ experience required.
• Experience with technology relevant to financial planning.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients.
• Prepare and make recommendations for client financial plans and investments.
• Assist in preparation for client meetings and drive follow-up.

Skills

Advanced knowledge of financial planning concepts and processes

Strong understanding of investments, investment analysis, and building client portfolios

Developing others

Education

Bachelor’s degree

CFP or CFA required

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient in Wayne, Pennsylvania seeks a dedicated professional to support Wealth Advisors in delivering top-notch services to clients. The role involves preparing financial plans, mentoring others, and developing client relationships.

The ideal candidate will have a Bachelor’s degree, 3-6 years of relevant experience, and must possess a CFP or CFA designation. Technology experience with Salesforce and Portfolio Accounting Software is highly preferred.