Wealth Planning Associate: Growth & Client Strategy

Corient; Wayne (PA); On-site; USD 90,000 - 130,000; 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 & Health S…

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a candidate to support Wealth Advisor services, with potential to lead less complex client relationships and advance to independent client management in a Fort Wayne-style wealth team. You will work with advanced financial planning processes and build client portfolios.

The role requires 3-6 years in wealth management, a Bachelor’s degree, and CFP or CFA designation. Proficiency in Salesforce and planning software is expected, with onsite work four days per week.

Qualifications

• Bachelor’s degree required.
• 3-6 years’ experience.
• CFP or CFA required.
• Advanced knowledge of financial planning concepts and processes.
• Experience with Salesforce and planning software.

Responsibilities

• Support Wealth Advisor and potentially lead less complex client relationships.
• Prepare client financial plans, recommendations, and portfolio allocations.
• Assist in meeting preparation, documenting discussions, and follow-up.
• Mentor teammates and provide oversight of work.
• Progress toward independent client relationship management.

Skills

Financial planning concepts

Investments analysis

Mentoring others

Education

Bachelor’s degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is seeking a candidate to support Wealth Advisor services, with potential to lead less complex client relationships and advance to independent client management in a Fort Wayne-style wealth team. You will work with advanced financial planning processes and build client portfolios.

The role requires 3-6 years in wealth management, a Bachelor’s degree, and CFP or CFA designation. Proficiency in Salesforce and planning software is expected, with onsite work four days per week.