Wealth Advisor Associate - Path to Lead

Corient; Shaker Heights (OH); Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

401(k) match

Medical plans

Dental & Vision

Disability insurance

Parental leave

FSAs/HSAs

Commuter benefits

Volunteer days

Job summary

Corient in Shaker Heights, OH, seeks an Associate Wealth Advisor to partner with seasoned advisors and deliver comprehensive planning for high-net-worth clients. You will prepare analyses, support meetings, and help implement wealth strategies while developing independent client engagements.

The role requires 4–8 years in wealth management or related fields, and credentials such as CFP, CFA, CPA, JD, or MBA. Strong communication and collaboration are essential for career advancement.

Qualifications

• Bachelor's degree required and professional credentials CFP/CFA/CPA/JD/MBA.
• Experience presenting financial planning recommendations to affluent clients.
• Strong analytical and organizational abilities.
• Excellent written and verbal communication.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning.
• Prepare and present financial planning analyses.
• Support client meetings and document discussions.
• Mentor junior team members and support business development.

Skills

Wealth management

Financial planning

Analytical skills

Communication skills

Multitasking

Education

CFP

CFA

CPA

JD

MBA

Tools

Salesforce

DocuSign

Microsoft Office

Financial planning software

Job description

Corient in Shaker Heights, OH, seeks an Associate Wealth Advisor to partner with seasoned advisors and deliver comprehensive planning for high-net-worth clients. You will prepare analyses, support meetings, and help implement wealth strategies while developing independent client engagements.

The role requires 4–8 years in wealth management or related fields, and credentials such as CFP, CFA, CPA, JD, or MBA. Strong communication and collaboration are essential for career advancement.