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   

Qualifications & Requirements 

• 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 

Competencies

• 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 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

• This position may require the ability to lift up to 15 pounds.

• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.

• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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