Wealth Planning Associate
Corient Services LLC
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Benefits offered by this job
Job summary
Corient is a leading wealth-management firm in California seeking an Associate Wealth Advisor to support financial planning, investment analysis, and client service. You will prepare plans and reports, coordinate client service delivery, and participate in meetings with senior advisors.
The role favors 0–3 years’ experience, a related bachelor's degree, and progress toward CFP credentials. On-site work four days per week in Menlo Park, CA, with strong professional growth and comprehensive
Qualifications
- Basic level knowledge of financial planning, investment and client relationship skills.
- Experience with custodian interaction.
- Strong communication skills, both written and verbal.
Responsibilities
- Increase level of financial planning and investment knowledge, advancing responsibility of planning teams and Wealth Advisors.
- Prepare financial plans, investment reports, tax and estate analysis as requested.
- Document tasks and coordinate client service execution under Associate Wealth Advisors/Wealth Advisor.
- Gather data and information, observe and learn from Lead Advisors.
- Attend networking events and begin building relationships with COI peers.
Skills
Education
Tools
Job description
Corient is a leading wealth-management firm in California seeking an Associate Wealth Advisor to support financial planning, investment analysis, and client service. You will prepare plans and reports, coordinate client service delivery, and participate in meetings with senior advisors.
The role favors 0–3 years’ experience, a related bachelor's degree, and progress toward CFP credentials. On-site work four days per week in Menlo Park, CA, with strong professional growth and comprehensive
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