Wealth Advisor Assistant: Client Strategy & Planning Pro

Corient Services LLC; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with employer matching

Employer-paid dental, vision, life insurance

Paid maternity and parental leave

Training reimbursement

Job summary

Corient Services LLC is looking for an experienced Wealth Advisor Assistant to join our team in Houston, Texas. The successful candidate will provide comprehensive support to Wealth Advisors, managing client relationships, preparing financial plans, and coordinating meetings to ensure exceptional client service.

The ideal applicant will have a Bachelor's degree and professional certifications such as CFP or CFA, along with 4-8 years of relevant experience. We offer great benefits, including a 401(k) plan with employer matching and generous health coverage.

Qualifications

• 4-8 years of experience in wealth management or related field is required.
• Advanced knowledge of financial planning processes is expected.
• Proficient with technology tools related to financial planning.

Responsibilities

• Support Wealth Advisor in delivering exceptional services.
• Prepare and recommend client financial plans and investments.
• Act as a secondary advisor and mentor colleagues.

Skills

Analytical skills

Communication skills

Detail-oriented

Client relationship management

Financial planning knowledge

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Financial planning software

Job description

Corient Services LLC is looking for an experienced Wealth Advisor Assistant to join our team in Houston, Texas. The successful candidate will provide comprehensive support to Wealth Advisors, managing client relationships, preparing financial plans, and coordinating meetings to ensure exceptional client service.

The ideal applicant will have a Bachelor's degree and professional certifications such as CFP or CFA, along with 4-8 years of relevant experience. We offer great benefits, including a 401(k) plan with employer matching and generous health coverage.