Associate Wealth Advisor

Corient

Menlo Park, CA, United States
Base: $100,800 - $162,400 usd; bonus/equity: not s...
Onsite
Wealth advisor support
Financial planning processes
Client meeting preparation
Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for causes they care about

Job Summary

  • Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for causes they care about.
  • Responsibilities include supporting Wealth Advisors, preparing financial plans, assisting with client meetings, and driving client follow-up.
  • The company offers a comprehensive benefits package including 401(k) with matching, multiple medical plan options, and employer-paid dental, vision, and life insurance.

Matching Summary

Corient helps high- and ultra-high-net-worth individuals and families preserve wealth for future generations and provide for causes they care about.

Salary

Base: $100,800 - $162,400 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Wealth Advisor support
  • Financial planning processes
  • Client meeting preparation
  • Client contracts and onboarding
  • Salesforce and planning software

Nice-to-have

  • Developing others
  • High emotional intelligence
  • Situational awareness
  • Proactive approach
  • Mentoring others

Key Requirements

  • 4-8 years experience
  • Bachelor's degree
  • CFP, CFA, CPA, JD, or MBA required
  • Unrestricted work authorization in the United States

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter