Financial Advisor

Full-Time Job Accounting, Data Analytics, Economics & Finance 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.The OpportunityWe are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We hope to hire truly great team players who have the potential to become partners in our organization in the future. We aspire to attract, retain, and develop exceptional people. Our meritocratic environment is highly conducive to learning. Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor.Responsibilities• Work closely with senior professionals to provide extraordinary client service.• Interact with clients and outside service providers, including money managers and tax and legal advisors.• Conduct complex financial analyses on a wide range of investment and financial planning topics.• Prepare client financial statements and track investment performance.• Manage workflow and prioritize projects.• Assist in creating and assembling materials for client and prospect meetings.• Ensure that client investment actions are carefully planned and executed.• Support ongoing account and investment maintenance.• Build strong foundational understanding of industry and concepts related to financial planning, investments, tax and financial markets.Qualifications & Requirements• Bachelor’s degree in Finance, Accounting, Economics, or similar field.• Strong test scores and undergraduate grades.• Interest in private wealth management or financial advisory services.• Desire to obtain a CFP or CFA designation.• Experience with Excel.• Excellent oral and written communication skills.• Mature, professional demeanor that can build trust with clients and teammates.• Initiative and perseverance.• Ability to work independently and function as part of a team.• Strong attention to detail.• Organizational skills to prioritize workflow and manage multiple projects.• High degree of integrity and absolute respect for client confidentiality.Pay InformationThis position is exempt and is paid according to the laws of the State of California. The base pay range for this position is $65,800-$106,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.Physical Requirements• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.• This position may require the ability to lift up to 15 pounds.• This position is required to work onsite 4 days per week.U.S. Eligibility Requirements• Must be 18 years of age or older.• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.• Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.What You Can Expect from UsOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:• Flexible & Hybrid Work Program.• 401(k) Plan with Employer Matching.• Four Medical Plan options that is generously subsidized by Corient.• Employer paid Dental, Vision & Life and AD&D Insurance.• Employer paid Short-term & Long-term Disability.• Paid Maternity & Parental Leave.• Flexible Spending Accounts & Health Savings Accounts.• Dependent Care FSA.• Commuter & Transit FSA.• Training Reimbursement.• Paid Professional Designations.• Giving back to the community – Volunteer days.Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.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.#J-18808-Ljbffr