Corient
Associate Wealth Advisor
US-NY-Garden City-1050 Franklin Avenue-0400
No sponsorship$97k-$127kDetected 30 days ago
SalesforceAccountingOnboardingCommunicationMentoringCFA
About the role
- Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives.
- Associate Wealth Advisors should have strong communication skills and will be dually focused on transitioning into the Wealth Advisor role in some existing client relationships while also marketing in new clients to the firm.
Responsibilities
- Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
- Assist in preparation for client meetings, documenting discussions, and drives client follow-up.
- provides critical support to client team revenue
- Solid/active relationships with COI peers; provides critical support to client team revenue
- Developing others
- Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
Requirements
- Must be 18 years of age or older.
- Bachelor's degree
- CFP, CFA, CPA, JD, or MBA required
- Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
- This position may require the ability to lift up to 15 pounds.
- Must have unrestricted work authorization to work in the United States.
- Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Compensation
- The pay range for this position is $ 97,000- 127,000 USD per year.
Company info
- Join a team that values your ambition and empowers your growth
- 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.
- 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.
Visa & Work Authorization
- Must have unrestricted work authorization to work in the United States.
Apply directly at Corient →Create a free account for alerts like thisView Corient immigration profile
This listing is sourced directly from Corient's careers page and normalized into a canonical job model.