Corient
Associate Wealth Advisor
San Diego, CA
No sponsorship$80k-$156kDetected 5 days ago
SalesforceAccountingOnboardingCollaborationMentoringCFA
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- As the nature of business demands change, so may the functions of this position.
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 $80,000-$155,700 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 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.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.