Base: $97,000-127,000 usd py; bonus/equity: not sp...
Onsite
Financial planning processes
Investment recommendations
Client relationship management
Join a team that values your ambition and empowers your growth at Corient, where we help high- and ultra-high-net-worth individuals and families
Job Summary
Join a team that values your ambition and empowers your growth at Corient, where we help high- and ultra-high-net-worth individuals and families.
Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, and Investment Recommendations.
Corient offers a 401(k) Plan with Employer Matching, generously subsidized Medical Plans, and employer-paid Dental, Vision & Life Insurance.
Matching Summary
Join a team that values your ambition and empowers your growth at Corient, where we help high- and ultra-high-net-worth individuals and families.
Salary
Base: $97,000-127,000 USD per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Financial planning processes
Investment recommendations
Client relationship management
Marketing new clients
Work onsite 4 days per week
Nice-to-have
Empowering your growth
Exceeding expectations
Proactive approach to work
High emotional intelligence
Situational awareness
Key Requirements
Bachelor’s degree
4-8 years’ experience
CFP, CFA, CPA, JD, or MBA required
Experience with Salesforce
Unrestricted work authorization to work in the United States