Wealth Advisor Associate: Grow to Lead Client Relationships

Corient Services LLC; Westbrook (CT); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Health Insurance Options

Paid Professional Designations

Volunteer Days

Job summary

Corient Services LLC in Westbrook, CT, seeks a Financial Advisor to support Wealth Advisors, manage client relationships, and drive financial planning activities. Candidates should have 4-8 years of experience with relevant certifications like CFP, CFA, CPA, JD, or MBA.

This role is pivotal in delivering exceptional services to high-net-worth clients, ensuring effective financial management. The position offers a competitive salary range of $100,000-$140,000 annually, alongside comprehensive benefits including 401(k) matching and various insurance plans.

Qualifications

• 4-8 years’ experience in a relevant role.
• Advanced knowledge of financial planning and investment processes.
• Proactive approach with ownership of projects.

Responsibilities

• Support Wealth Advisor in delivering exceptional services.
• Prepare and make recommendations for client financial plans.
• Maintain relationships with COI peers.

Skills

Financial planning concepts

Analytical skills

Communication

Detail-oriented

Relationship management

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio Accounting Software

Microsoft Suite

Planning Software

DocuSign

Job description

Corient Services LLC in Westbrook, CT, seeks a Financial Advisor to support Wealth Advisors, manage client relationships, and drive financial planning activities. Candidates should have 4-8 years of experience with relevant certifications like CFP, CFA, CPA, JD, or MBA.

This role is pivotal in delivering exceptional services to high-net-worth clients, ensuring effective financial management. The position offers a competitive salary range of $100,000-$140,000 annually, alongside comprehensive benefits including 401(k) matching and various insurance plans.