Wealth Planning Associate: Path to Independent Advisory

Corient Private Wealth LLC.; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Subsidized Medical Plan options

Employer paid Dental Insurance

Employer paid Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

A leading wealth management firm in Houston seeks an experienced professional to support Wealth Advisors in delivering exceptional services to clients. The ideal candidate will have a Bachelor’s degree and 4-8 years of experience, preferably with certifications such as CFP or CFA. Responsibilities include preparing financial plans, client meeting support, and developing client relationships. This full-time position requires onsite work for 4 days a week and provides a range of benefits including a 401(k) plan and health insurance.

Qualifications

• Bachelor's degree required.
• 4-8 years' experience in financial advisory.
• CFP, CFA, CPA, JD, or MBA certification required.

Responsibilities

• Support Wealth Advisors in client relationship management.
• Prepare recommendations for client financial plans.
• Assist in client meeting preparations and follow-ups.

Skills

Financial planning concepts

Salesforce

Portfolio Accounting Software

Microsoft Suite

Doctor of Jurisprudence (JD)

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

Master of Business Administration (MBA)

Education

Bachelor’s degree

Tools

DocuSign

Job description

A leading wealth management firm in Houston seeks an experienced professional to support Wealth Advisors in delivering exceptional services to clients. The ideal candidate will have a Bachelor’s degree and 4-8 years of experience, preferably with certifications such as CFP or CFA. Responsibilities include preparing financial plans, client meeting support, and developing client relationships. This full-time position requires onsite work for 4 days a week and provides a range of benefits including a 401(k) plan and health insurance.