Wealth Advisor Associate: Growth, Planning & Client Impact

Corient; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability Insurance

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks a seasoned Wealth Advisor support professional to assist with client services, financial planning, and portfolio allocations. You will prepare materials, participate in client meetings, and progress toward independent client interaction.

The role emphasizes strong communication, relationship management, and cross-functional collaboration within a wealth management team. On-site Houston office with comprehensive benefits.

Qualifications

• Bachelor's degree is required.
• 4-8 years’ experience are required.
• CFP, CFA, CPA, JD, or MBA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite and Planning Software.

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with potential to lead less complex client relationships.
• Advanced capability of all wealth, investment, and financial planning processes.
• Prepares and makes recommendations for client financial plans and investments and portfolio allocations.
• Assist in preparation for client meetings, document discussions, and drive client follow-up.
• Mentor others and provide oversight of work.
• Primary role is as secondary advisor.
• Progress to greater independence related to client execution and relationship management.

Skills

Relationship/Practice Management

Developing others

Detail-oriented

Communication

Emotional intelligence

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient seeks a seasoned Wealth Advisor support professional to assist with client services, financial planning, and portfolio allocations. You will prepare materials, participate in client meetings, and progress toward independent client interaction.

The role emphasizes strong communication, relationship management, and cross-functional collaboration within a wealth management team. On-site Houston office with comprehensive benefits.