Wealth Advisor Associate — Career Path to Lead Advisor

Corient Services LLC; San Antonio (TX); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Paid Parental Leave

Training Reimbursement

Job summary

Corient Services LLC is seeking a Wealth Advisor/Planner to partner with Wealth Advisors, delivering comprehensive financial planning and wealth-management solutions for high-net-worth clients. You will analyze net worth, cash flow, retirement, taxes, and estate strategies while coordinating with investment professionals and tax specialists.

You will mentor junior team members and support business development, with onsite work four days per week and a strong emphasis on client service and

Qualifications

• Bachelor's degree required.
• 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.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth clients.
• Serve as a key member of the advisory team, maintaining proactive client communication and exceptional service.
• Prepare and present financial planning analyses including net worth, cash flow, retirement, tax projections, and estate planning.
• Support client meetings by preparing materials and documenting discussions.
• Develop independence in client planning engagements and relationship management.
• Collaborate with investment professionals, planners, tax specialists, and other internal stakeholders.
• Build relationships with attorneys, accountants, and other trusted advisors.
• Mentor junior team members and support business development initiatives.

Skills

Wealth management

Financial planning

Client relationship management

Analytical thinking

Communication skills

Education

Bachelor's degree

CFP

CFA

CPA

JD

MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office Suite

DocuSign

Job description

Corient Services LLC is seeking a Wealth Advisor/Planner to partner with Wealth Advisors, delivering comprehensive financial planning and wealth-management solutions for high-net-worth clients. You will analyze net worth, cash flow, retirement, taxes, and estate strategies while coordinating with investment professionals and tax specialists.

You will mentor junior team members and support business development, with onsite work four days per week and a strong emphasis on client service and