Associate Wealth Advisor

CI Financial•Morristown, NJ

1d•$97,000 - $127,000•Onsite

About The Position

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. 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. Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Charitable Planning, etc. 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.

Requirements

Bachelor’s degree
4-8 years’ experience
CFP, CFA, CPA, JD, or MBA required
Advanced knowledge of financial planning concepts and processes
Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Detail-oriented with excellent analytical and organization skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
A proactive approach to work, with the ability to take ownership of projects and see them through to completion
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.
For U.S. employment opportunities, 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.
If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

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 items and ultimately client relationship management and independent decisions
Business process - understanding of client contracts, fee schedules and the onboarding process
Solid/active relationships with COI peers; provides critical support to client team revenue