Wealth Advisor

Corient; Washington; On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer-paid Dental, Vision & Life Insurance

Flexible Spending Accounts

Training Reimbursement

Volunteer days

Job summary

A wealth management firm is seeking a dedicated professional to manage client service experiences and provide strategic financial planning. Candidates should have a Bachelor's degree in Finance or Economics and certifications such as CFP or CFA. Strong analytical and communication skills are essential. This role offers a salary range of $125,000–$200,000 and comprehensive benefits including 401(k), health insurance, and paid professional designations.

Qualifications

• Bachelor's degree in Finance, Economics, or related field required.
• Proven experience in Wealth Management or similar role.
• Proficiency in financial analysis tools and advanced Excel skills.

Responsibilities

• Collaborate with advisors to manage client services and deliverables.
• Prepare financial reports and analyses for clients.
• Provide strategic consulting and comprehensive financial planning.

Skills

Strong analytical skills

Excellent communication

Team collaboration

Problem-solving abilities

Education

Bachelor's degree in Finance, Economics, or related field

CFP or CFA certification

Tools

Financial analysis tools

Excel

Job description

Join a team that values your ambition and empowers your growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
• Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
• Participate in pre‑meeting preparations, document discussions during meetings, and follow up on action items.
• Provide exceptional value‑added service, advice, and deliverables to assigned client families.
• Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
• Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
• Leverage Corient resources and solutions.
• Capable of sourcing and closing business independently.

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience in Wealth Management or a similar role.
• CFP or CFA required.
• Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
• Strong analytical mindset, attention to detail, and problem‑solving abilities.
• Collaborative team player with a proactive approach to work.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

Competencies

• Strong analytical and problem‑solving skills.
• Communicate effectively, both orally and in writing.
• High emotional intelligence and situational awareness.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• May require the ability to lift up to 15 pounds.
• Position is required to work onsite four days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
• Corient participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm that you are authorized to work in the U.S. If E‑Verify cannot confirm that you are authorized to work, the employer will provide written instructions and an opportunity to contact DHS or SSA to resolve the issue before taking any action.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require post‑employment obligations such as non‑solicitation, confidentiality, and non‑disclosure.

Pay Information

This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $125,000–$200,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs.

What You Can Expect From Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options generously subsidized by Corient
• Employer‑paid Dental, Vision & Life and AD&D Insurance
• Employer‑paid Short‑term & Long‑term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community – Volunteer days

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority‑ and minority‑owned businesses.