Associate Wealth Advisor

Job description

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. 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 i...