Wealth Planning Associate Path to Lead Advisor

CI Financial; Dallas (TX); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

401(k) Matching

Medical plans

Dental/Vision/Life Insurance

Disability insurance

Parental leave

FSAs / HSA

Dependent Care FSA

Commuter Benefits

Perkspot

Training reimbursements

Volunteer days

Zusammenfassung

Corient seeks an experienced wealth advisor professional to partner with Wealth Advisors and deliver comprehensive planning for high-net-worth clients. You will help manage client relationships, prepare robust financial analyses, and support meetings with precise materials and follow-up actions.

Applicants should have 4–8 years in wealth management or related fields, with credentials such as CFP®, CFA®, CPA, JD, or MBA.

Qualifikationen

• 4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or related field.
• Bachelor’s degree required; CFP®, CFA®, CPA, JD or MBA preferred.

Aufgaben

• Partner with Wealth Advisors to deliver comprehensive advice and planning to high-net-worth clients.
• Serve as a key advisory team member, strengthening client relationships through proactive communication and service.
• Prepare and present financial planning analyses (net worth, cash flow, retirement, tax projections, estate planning).
• Support client meetings by preparing materials and documenting discussions; coordinate follow-ups.

Kenntnisse

Wealth management

Financial planning

Client relationship mgmt

Communication skills

Analytical thinking

Ausbildung

CFP®, CFA®, CPA, JD, or MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office

DocuSign

Jobbeschreibung

Corient seeks an experienced wealth advisor professional to partner with Wealth Advisors and deliver comprehensive planning for high-net-worth clients. You will help manage client relationships, prepare robust financial analyses, and support meetings with precise materials and follow-up actions.

Applicants should have 4–8 years in wealth management or related fields, with credentials such as CFP®, CFA®, CPA, JD, or MBA.