Wealth Planning Associate

CI Financial; Menlo Park (CA); On-site; USD 66,000 - 106,000; Full time

Benefits offered by this job

401(k) Plan

Medical plans

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

FSA/HSA programs

Commuter benefits

Perkspot discounts

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient is seeking an Associate Wealth Advisor to support financial planning, investment analysis, and client service under senior Wealth Advisors. The role focuses on solidifying planning knowledge, coordinating with custodians, and preparing materials for client meetings.

Ideal candidates have a foundational understanding of financial planning, 0–3 years of experience, and are pursuing CFP credentials in a professional wealth-management environment in California.

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
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelors’ degree in related field and working towards obtaining 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
• Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Data and information gathering
• 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

Client relationship

Salesforce

DocuSign

Microsoft Office

Portfolio accounting

CFP credentials

Custodian interaction

Education

Bachelor's degree

Pursuing CFP credentials

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is seeking an Associate Wealth Advisor to support financial planning, investment analysis, and client service under senior Wealth Advisors. The role focuses on solidifying planning knowledge, coordinating with custodians, and preparing materials for client meetings.

Ideal candidates have a foundational understanding of financial planning, 0–3 years of experience, and are pursuing CFP credentials in a professional wealth-management environment in California.