Description
Corient is hiring a Wealth Advisor to support Wealth Advisors and clients through administrative, financial, technical, and organizational services. The role begins with secondary-advisor work, progresses toward independent client execution and relationship management, and includes preparing financial plans and portfolio allocations, supporting client meetings, documenting discussions, following up with clients, mentoring others, and overseeing work. The position requires a bachelor’s degree, 4–8 years of experience, and a CFP, CFA, CPA, JD, or MBA, along with advanced financial-planning knowledge and experience with Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, and planning software. It is an onsite role requiring four days per week in an office environment.
