Associate Wealth Advisor

Corient

Dallas, TX, United States
Onsite
Financial planning processes
Investment and portfolio allocations
Client meeting preparation
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about

Job Summary

  • At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.
  • Responsibilities include supporting Wealth Advisors in delivering exceptional services to clients, with the potential to lead less complex client relationships and progress to greater independence.
  • Corient offers a comprehensive benefits package including a 401(k) Plan with Employer Matching, generously subsidized medical plans, and employer-paid dental, vision, life, and disability insurance.

Matching Summary

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.

Skills & Requirements

Must-have

  • Financial planning processes
  • Investment and portfolio allocations
  • Client meeting preparation
  • Client follow-up
  • Business process understanding
  • Client contracts and fee schedules

Nice-to-have

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

Key Requirements

  • Bachelor’s degree
  • 4-8 years’ experience
  • CFP, CFA, CPA, JD, or MBA required
  • Advanced knowledge of financial planning
  • Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software experience
  • Unrestricted work authorization to work in the United States

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter