UHNW Wealth Planning Associate

Corient Services LLC; Tulsa (OK); On-site; USD 110,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

FSA/HSA and commuter benefits

Professional designation reimbursement

Job summary

Corient Services LLC is seeking a seasoned Wealth Advisor-in-training to partner with Wealth Advisors and deliver comprehensive planning solutions to high- and ultra-high-net-worth clients. You will support client meetings, prepare analyses, and collaborate with investment and tax specialists to provide integrated advice.

The role offers exposure to sophisticated planning, mentorship, and a path toward lead Wealth Advisor while working with entrepreneurs and multigenerational families in a

Qualifications

• Bachelor's degree required.
• 4–8 years of experience in wealth management, financial planning, investment advisory, private banking, or related field.
• CFP®, CFA®, CPA, JD, or MBA required.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience presenting financial planning recommendations to affluent clients.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions for high-net-worth clients.
• Support client meetings by preparing materials and coordinating follow-ups.
• Mentor junior team members and contribute to a growth-oriented culture.
• Collaborate with investment professionals, tax specialists, and other stakeholders to deliver integrated advice.
• Assist in business development and deepening client relationships.

Skills

Wealth management

Financial planning

Client relationships

Communication

Strategic thinking

Education

Bachelor's degree

CFP®, CFA®, CPA, JD, or MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office Suite

DocuSign

Job description

Corient Services LLC is seeking a seasoned Wealth Advisor-in-training to partner with Wealth Advisors and deliver comprehensive planning solutions to high- and ultra-high-net-worth clients. You will support client meetings, prepare analyses, and collaborate with investment and tax specialists to provide integrated advice.

The role offers exposure to sophisticated planning, mentorship, and a path toward lead Wealth Advisor while working with entrepreneurs and multigenerational families in a