Wealth Planning Associate

CI Financial; New York (NY); On-site; USD 66,000 - 106,000; 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

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient, a leading global wealth management firm and part of CI Financial, is seeking an entry-level Wealth Advisory Operations Associate to support advisors with client onboarding, reporting, and basic financial summaries.

You will learn wealth planning concepts, engage with the team, and gain hands-on experience in Salesforce, planning software, and reporting tools while helping deliver an exceptional client experience.

Qualifications

• Bachelor's degree in related field and working towards CFP or CFA credential
• Typically, 0-2 years experience
• Communicates clearly and professionally
• High attention to detail and accuracy
• Responds promptly to requests and escalates issue

Responsibilities

• Supports advisors with client onboarding and reporting
• Prepares basic financial reports and client summaries
• Completes administrative tasks to support team to ensure client experience exceeds expectations
• Works under close supervision and guidance with narrowly defined limits of authority
• Follows established processes

Skills

Wealth management basics

Client relationship skills

Attention to detail

Communication

Education

Bachelor's degree in related field

Pursuing CFP or CFA credential

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Planning software

Job description

Corient, a leading global wealth management firm and part of CI Financial, is seeking an entry-level Wealth Advisory Operations Associate to support advisors with client onboarding, reporting, and basic financial summaries.

You will learn wealth planning concepts, engage with the team, and gain hands-on experience in Salesforce, planning software, and reporting tools while helping deliver an exceptional client experience.