Wealth Planning Associate

Corient; Morristown (NJ); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k) Matching

Medical plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

FSA & HSA

Commuter & Transit benefit

Training reimbursement

Paid professional designations

Volunteer days

Job summary

Corient is seeking a junior Wealth Advisor Associate to support financial planning and client service efforts for high-net-worth individuals in Morristown, NJ. You will assist in preparing financial plans, investment analyses, and documentation for client meetings under senior advisors.

This role emphasizes learning through practice, strong attention to detail, and professional confidentiality. Ideal candidates hold a bachelor's degree and are working toward CFP credentials, with 0-3 years of

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• Strong communication, oral and written.
• Attention to detail with high accuracy.
• Professionalism and confidentiality.
• Bachelor's degree in related field; working towards CFP credentials.
• Typically, 0-3 years' experience.

Responsibilities

• Increase 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.
• Prepare for and participate in client meetings, documenting task items and coordinating client service execution under Associate Wealth Advisors and/or Wealth Advisor.
• Provide observations to Lead Advisors regarding clients.
• Assist on simple projects and plans under supervision.
• Observe and learn complex planning.
• Attend networking events and begin to build relationships in the community and with COI peers.

Skills

Financial planning

Investments

Client relations

Salesforce

Portfolio accounting

DocuSign

Microsoft Office

Planning software

Custodian interaction

Communication skills

Attention to detail

Professionalism

CFP track

0-3 years

Education

Bachelor's degree

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Planning software

Job description

Corient is seeking a junior Wealth Advisor Associate to support financial planning and client service efforts for high-net-worth individuals in Morristown, NJ. You will assist in preparing financial plans, investment analyses, and documentation for client meetings under senior advisors.

This role emphasizes learning through practice, strong attention to detail, and professional confidentiality. Ideal candidates hold a bachelor's degree and are working toward CFP credentials, with 0-3 years of