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Corient · 1 month ago

Associate Wealth Advisor

New York, United States

Full-time

Hybrid

Senior Level

7+ years exp

Corient is an integrated national U.S. wealth management firm dedicated to providing comprehensive solutions for ultra-high-net-worth and high-net-worth clients. The Associate Wealth Advisor will support Wealth Advisors in delivering services to clients, assist with client onboarding and information management, and prepare customized financial reports and analyses.

AdviceConsultingWealth Management

No H1B

Responsibilities

Supporting WAs in delivering services to clients, with the potential to lead less complex client relationships

Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers

Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations

Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions

Updating trade sheets during investment implementations and providing support as needed across client teams

Qualification

CFP designationFinancial planning conceptsInvestment analysisMicrosoft OfficeProactive approachCommunication skillsDetail-orientedTeam player

Required

Bachelor's degree

CFP designation

7+ years of relevant experience

Proficiency in Microsoft Office, especially Excel

Strong integrity and ability to maintain confidentiality

Excellent team player with strong communication skills

Detail-oriented with excellent analytical and organizational abilities

A proactive approach to work, with the ability to take ownership of projects and see them through to completion

Advanced knowledge of financial planning concepts and processes

Strong understanding of investment offering, investment analysis, and building client portfolios

Developing others

Relationship/Practice Management

Must be 18 years of age or older

Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation

Must have unrestricted work authorization to work in the United States

Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement