Junior Wealth Advisor: Grow Client Portfolios & Plans

Corient Private Wealth LLC.; Columbus (OH); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Health/Dental/Vision/Li​

AD&D Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health FS

Commuter & Transit FSA

Paid Professional Designations

Job summary

Corient Private Wealth LLC. is seeking an Associate Wealth Advisor to support the Wealth Advisor in delivering exceptional client services and to progress toward independent client execution. The role involves assisting in financial planning, portfolio allocations, and meeting preparation.

Ideal candidates have 3–6 years of experience, a CFP or CFA, and strong knowledge of investments and client portfolios. Onsite four days per week with a comprehensive benefits package is offered.

Qualifications

• Bachelor’s degree required.
• CFP or CFA required.
• Advanced knowledge of financial planning concepts and processes.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients.
• Begin to prepare and make recommendations for client financial plans and investments.
• Assist in preparation for client meetings and document discussions.
• Mentor others and provide oversight of work.

Skills

CFP

CFA

Financial planning

Client relationship management

Education

Bachelor’s degree

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Suite

Planning software

Job description

Corient Private Wealth LLC. is seeking an Associate Wealth Advisor to support the Wealth Advisor in delivering exceptional client services and to progress toward independent client execution. The role involves assisting in financial planning, portfolio allocations, and meeting preparation.

Ideal candidates have 3–6 years of experience, a CFP or CFA, and strong knowledge of investments and client portfolios. Onsite four days per week with a comprehensive benefits package is offered.