Wealth Advisor in Training – Client Impact & Growth

Corient; Boston (MA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) matching

Medical plans

Dental, Vision, Life

Disability

Parental leave

FSA/HSA

Commuter benefits

Corporate discount

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient is hiring in Boston, MA for a role supporting Wealth Advisors and handling increasingly independent client execution. You will help prepare financial plans, analyze portfolios, and contribute to client meetings with oversight from senior team members.

We seek candidates with 4–8 years of wealth management experience and relevant certifications (CFP/CFA/CPA/JD/MBA). The role offers a comprehensive benefits package and a clear path to greater responsibility.

Qualifications

• Bachelor’s degree required; advanced knowledge of financial planning.
• 4–8 years of experience in wealth management.
• Professional certifications CFP/CFA/CPA/JD/MBA preferred.
• Experience with Salesforce and planning software.
• Strong communication and analytical skills.

Responsibilities

• Support Wealth Advisor in delivering services to clients.
• Prepare client financial plans and portfolio allocations.
• Assist in preparation for client meetings and follow-up.
• Mentor others and provide oversight of work.
• Progress to greater independence in client execution and relationships.
• Understand client contracts, fee schedules, onboarding.
• Maintain relationships with COI peers to support revenue.

Skills

CFP

CFA

CPA

JD

MBA

Financial planning concepts

Client relationships

Education

Bachelor’s degree

4–8 years’ experience

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is hiring in Boston, MA for a role supporting Wealth Advisors and handling increasingly independent client execution. You will help prepare financial plans, analyze portfolios, and contribute to client meetings with oversight from senior team members.

We seek candidates with 4–8 years of wealth management experience and relevant certifications (CFP/CFA/CPA/JD/MBA). The role offers a comprehensive benefits package and a clear path to greater responsibility.