Wealth Planning Associate

Corient; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

FSA/HSAs

Commuter & Transit FSA

Perkspot Corporate Discount

Job summary

Corient in Dallas, TX seeks an entry-level Associate Wealth Advisor to support financial planning and client service. You will prepare plans, reports, and analyses, and assist senior advisors while meeting clients and coordinating tasks.

This role emphasizes learning, data gathering, and professional discretion. Ideal candidates have a bachelor’s degree, 0–3 years’ experience, and are pursuing CFP credentials; familiarity with Salesforce, planning software, and Microsoft Office is preferred.

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Bachelor’s degree in related field; working towards CFP credentials.

Responsibilities

• Completes financial plans, investment reports, tax and estate analysis as requested.
• Prepares for and attends client meetings, documents tasks, and coordinates client service execution under wealth advisors.
• Gathers data and information; observes and learns complex planning; builds client relationships in the community.

Skills

Financial planning

Client relations

Communication

Technology: Salesforce

Planning software

Education

Bachelor’s degree

CFP in progress

Tools

Salesforce

DocuSign

Microsoft Office

Job description

Corient in Dallas, TX seeks an entry-level Associate Wealth Advisor to support financial planning and client service. You will prepare plans, reports, and analyses, and assist senior advisors while meeting clients and coordinating tasks.

This role emphasizes learning, data gathering, and professional discretion. Ideal candidates have a bachelor’s degree, 0–3 years’ experience, and are pursuing CFP credentials; familiarity with Salesforce, planning software, and Microsoft Office is preferred.