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Associate Wealth Advisor

1 month ago

Boston, United States Corient Full time

Join a team that values your ambition and empowers your growth


At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.


We are seeking an Associate Wealth Advisor to join our team As an Associate Wealth Advisor, you'll play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services.


Responsibilities:

  • Supporting WAs in delivering services to clients, with the potential to lead less complex client relationships.
  • Providing organizational support by assisting with client onboarding, information management, and coordinating with external service providers.
  • Preparing customized financial reports and analyses for clients and creating presentation materials to convey recommendations.
  • Assisting in preparation for client meetings, documenting discussions, and managing follow-up actions.
  • Updating trade sheets during investment implementations and providing support as needed across client teams.


Requirements:

  • Bachelor's degree
  • CFP designation preferred.
  • 4-6 years of relevant experience
  • Proficiency in Microsoft Office, especially Excel
  • Strong integrity and ability to maintain confidentiality.
  • Excellent team player with strong communication skills
  • Detail-oriented with excellent analytical and organizational abilities
  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
  • Experience in investments desired


We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

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