Wealth Planning Associate

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

Job summary

Corient, based in Menlo Park, CA, seeks an Associate Wealth Advisor to assist senior advisors with financial planning, investment reports, and client service. You will support meetings, gather data, and coordinate tasks to help families preserve wealth and plan legacies.

You will deepen knowledge in planning software, custodial interactions, and relationship management while upholding professionalism and confidentiality in a dynamic team environment.

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
• Bachelor's degree in related field and working towards obtaining CFP credentials
• Typically, 0-3 years' experience

Responsibilities

• Completes financial plans, investment reports, tax and estate analysis as requested
• Increases level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Spends majority of time 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 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 basics

Communication skills

Client relationship skills

Attention to detail

Professionalism

Education

Bachelor's degree

CFP credentials in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient, based in Menlo Park, CA, seeks an Associate Wealth Advisor to assist senior advisors with financial planning, investment reports, and client service. You will support meetings, gather data, and coordinate tasks to help families preserve wealth and plan legacies.

You will deepen knowledge in planning software, custodial interactions, and relationship management while upholding professionalism and confidentiality in a dynamic team environment.