Wealth Planning Associate for UHNW Clients

CI Financial; Tulsa (OK); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Medical plans

Dental, Vision & Life Insurance

Disability insurance

Parental leave

FSA/HSA

Transit/Commuter FSA

Discount program – Perkspot

Training reimbursement

Professional designations

Volunteer days

Résumé du poste

Corient seeks an experienced Wealth Advisor to partner with Wealth Advisors in delivering comprehensive planning for high-net-worth clients in a dynamic, growth-oriented firm. This role focuses on building client relationships, presenting financial planning analyses, and collaborating with investment professionals to deliver integrated wealth management solutions.

You will engage in estate planning, tax strategies, and education funding while mentoring junior team members and contributing to

Qualifications

• Bachelor’s degree required.
• 4–8 years in wealth management, financial planning, investment advisory, private banking, or related field.
• CFP®, CFA®, CPA, JD, or MBA required.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience presenting financial planning recommendations to affluent clients.
• Strong analytical, organizational, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Experience with wealth management technology platforms (Salesforce, planning software, portfolio systems, Microsoft Office, DocuSign).

Responsabilités

• Partner with Wealth Advisors to deliver comprehensive advice to high-net-worth clients.
• Help manage and strengthen client relationships through proactive communication and service.
• Prepare and present financial planning analyses (net worth, cash flow, retirement).
• Provide tax projections and planning strategies; equity compensation planning.
• Assist in estate and wealth transfer planning and education funding.
• Offer investment and asset allocation recommendations.
• Support client meetings with materials and follow-up actions.
• Progress toward independent client planning engagements and relationship management.
• Collaborate with investment professionals, planners, tax specialists, and internal stakeholders.

Connaissances

Wealth management

Client relationships

Financial planning

Communication skills

Problem solving

Time management

Formation

Bachelor’s degree; CFP/CFA/CPA/JD/MBA preferred

Outils

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office

DocuSign

Description du poste

Corient seeks an experienced Wealth Advisor to partner with Wealth Advisors in delivering comprehensive planning for high-net-worth clients in a dynamic, growth-oriented firm. This role focuses on building client relationships, presenting financial planning analyses, and collaborating with investment professionals to deliver integrated wealth management solutions.

You will engage in estate planning, tax strategies, and education funding while mentoring junior team members and contributing to