Junior Wealth Advisor — Elite Planning & Growth

Corient; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401k Plan

Medical Coverage

Dental & Vision

Disability Insurance

Parental Leave

Flexible Spending Accounts

Training Reimbursement

Professional Designations

Volunteer Days

Job summary

Corient, a leading wealth management firm, seeks an experienced Wealth Advisor to partner with Wealth Advisors, deliver comprehensive planning for high-net-worth clients, and manage advisory relationships. You will present financial strategies and collaborate with specialists to provide integrated solutions, supporting growth and client satisfaction.

The role requires a strong background in wealth management, CFP/CFA/CPA/JD/MBA credentials, and proven ability to navigate complex financial

Qualifications

• Bachelor's degree required.
• 4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
• CFP®, CFA®, CPA, JD, or MBA required.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience preparing and presenting financial planning recommendations to affluent clients.
• Strong analytical, organizational, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Experience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
• Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses, including: net worth, cash flow, retirement, tax projections, equity compensation, estate planning, insurance, education funding, charitable planning, investment allocation.
• Support client meetings by preparing materials, documenting discussions, and coordinating follow-up actions.
• Develop increasingly independent responsibility for client planning engagements and relationship management.
• Collaborate with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
• Mentor junior team members and contribute to a collaborative, growth-oriented culture.
• Support business development and identify opportunities to deepen existing client relationships and attract new clients.

Skills

Wealth management

Financial planning

Client relationship mgmt

Communication skills

Business development

Salesforce

Education

Bachelor's degree

CFP

CFA

CPA

JD

MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office

DocuSign

Job description

Corient, a leading wealth management firm, seeks an experienced Wealth Advisor to partner with Wealth Advisors, deliver comprehensive planning for high-net-worth clients, and manage advisory relationships. You will present financial strategies and collaborate with specialists to provide integrated solutions, supporting growth and client satisfaction.

The role requires a strong background in wealth management, CFP/CFA/CPA/JD/MBA credentials, and proven ability to navigate complex financial