Corient · 1 day ago
Associate Wealth Advisor
San Diego, CA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $156K/yr
4+ years expCorient is one of the fastest-growing wealth management platforms in the United States, serving high- and ultra-high-net-worth individuals and families. The Associate Wealth Advisor will support Wealth Advisors in delivering exceptional services to clients, begin preparing financial plans, and assist in client meetings and follow-ups.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships
Advanced capability of all wealth, investment, and financial planning processes
Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations
Assist in preparation for client meetings, documenting discussions, and drives client follow-up
Mentoring others and providing oversight of work
Primary role is as secondary advisor
Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions
Business process - understanding of client contracts, fee schedules and the onboarding process
Solid/active relationships with COI peers; provides critical support to client team revenue
Qualification
Required
Bachelor's degree
4-8 years' experience
CFP, CFA, CPA, JD, or MBA required
Advanced knowledge of financial planning concepts and processes
Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Developing others
Relationship/Practice Management
Detail-oriented with excellent analytical and organization skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
A proactive approach to work, with the ability to take ownership of projects and see them through to completion
Must be 18 years of age or older
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
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Company
Corient
Corient offers wealth management and consulting services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase