Wealth Advisor Associate — Path to Lead Client Planning

Corient Services LLC; Menlo Park (CA); On-site; USD 100,800 - 162,400; Full time

Benefits offered by this job

401(k) plan with employer matching

Employer-paid medical, dental, and vision insurance

Paid maternity and parental leave

Training reimbursement

Job summary

Corient Services LLC is looking for a dedicated professional to support the Wealth Advisor and deliver exceptional services to clients in Menlo Park, California. The role involves financial planning and client relationship management, requiring a Bachelor's degree and relevant experience, including certifications like CFP or CFA.

The candidate will benefit from a pay range of $100,800 to $162,400 per year, with a comprehensive benefits package including a 401(k) plan and employer-subsidized medical options.

Qualifications

• 4–8 years of relevant experience is required.
• Must be proactive and able to take ownership of projects.
• Competencies in developing others and practice management.

Responsibilities

• Support the Wealth Advisor in delivering exceptional services to clients.
• Prepare and make recommendations for client financial plans.
• Understand and manage processes related to client contracts and fee schedules.

Skills

Advanced knowledge of financial planning concepts and processes

Detail-oriented

Excellent analytical and organizational skills

Excellent written and oral communication skills

High emotional intelligence

Education

Bachelor’s degree

CFP, CFA, CPA, JD, or MBA

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Suite

Planning software

Job description

Corient Services LLC is looking for a dedicated professional to support the Wealth Advisor and deliver exceptional services to clients in Menlo Park, California. The role involves financial planning and client relationship management, requiring a Bachelor's degree and relevant experience, including certifications like CFP or CFA.

The candidate will benefit from a pay range of $100,800 to $162,400 per year, with a comprehensive benefits package including a 401(k) plan and employer-subsidized medical options.