Wealth Analyst: Growth in Financial Planning

Corient; Menlo Park (CA); Hybrid; USD 66,000 - 106,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health HS

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in California is seeking an Associate Wealth Advisor to support planning teams and Wealth Advisors while developing financial planning and client service skills.

You will prepare plans, reports, and analyses, participate in client meetings, and learn to coordinate service delivery under supervision.

The role requires a Bachelor's degree and ongoing CFP credentials progress, with onsite work four days per week and exposure to UHNW client needs.

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, both orally and in writing
• High standards of professionalism and confidentiality
• Bachelors' degree in related field and working towards CFP credentials
• Typically, 0-3 years’ experience

Responsibilities

• Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Completes financial plans, investment reports, tax and estate analysis as requested
• Most time spent preparing for and in client meetings documenting task items and coordinating client service execution under Associate Wealth Advisors or Wealth Advisor
• Brings forth observations to Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Skills

Financial planning

Investment knowledge

Client relationship

Education

Bachelor's degree in related field

Working towards CFP credentials

Tools

Salesforce

Portfolio accounting

DocuSign

Microsoft 365

Planning software

Job description

Corient in California is seeking an Associate Wealth Advisor to support planning teams and Wealth Advisors while developing financial planning and client service skills.

You will prepare plans, reports, and analyses, participate in client meetings, and learn to coordinate service delivery under supervision.

The role requires a Bachelor's degree and ongoing CFP credentials progress, with onsite work four days per week and exposure to UHNW client needs.