{"schemaVersion":"jobsearcher.job.v1","id":"2ee6ea0b80cea7266da4eff7","url":"https://jobsearcher.com/jobs/2ee6ea0b80cea7266da4eff7","canonicalUrl":"https://jobsearcher.com/jobs/2ee6ea0b80cea7266da4eff7","title":"Associate Wealth Advisor","description":"Join a team that values your ambition and empowers your growth.\n\nResponsibilities\n\nSupport Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.\n\nAdvanced capability of all wealth, investment, and financial planning processes\n\nBegins to prepare and make recommendations for client financial plans and investments and portfolio allocations\n\nAssist in preparation for client meetings, documenting discussions, and drives client follow-up.\n\nMentoring others and providing oversight of work\n\nPrimary role is as secondary advisor\n\nBegins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions\n\nBusiness process - understanding of client contracts, fee schedules and the onboarding process\n\nSolid/active relationships with COI peers; provides critical support to client team revenue\n\nQualifications & Requirements\n\nBachelor’s degree\n\n3-6 years’ experience\n\nCFP or CFA required\n\nAdvanced knowledge of financial planning concepts and processes\n\nExperience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software\n\nCompetencies\n\nAdvanced knowledge of financial planning concepts and processes\n\nStrong understanding of investments, investment analysis, and building client portfolios\n\nDeveloping others\n\nPhysical Requirements\n\nThis 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.\n\nThis position may require the ability to lift up to 15 pounds.\n\nThis position is required to work onsite 4 days per week.\n\nU.S. Eligibility Requirements\n\nMust be 18 years of age or older.\n\nMust 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.\n\nCorient 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.\n\nMust 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.\n\nWhat You Can Expect From Us\n\n401(k) Plan with Employer Matching\n\nFour Medical Plan options that are generously subsidized by Corient\n\nEmployer paid Dental, Vision & Life and AD&D Insurance\n\nEmployer paid Short-term & Long-term Disability\n\nPaid Maternity & Parental Leave\n\nFlexible Spending Accounts & Health Savings Accounts\n\nDependent Care FSA\n\nCommuter & Transit FSA\n\nCorporate Discount Program - Perkspot\n\nTraining Reimbursement\n\nPaid Professional Designations\n\nGiving back to the community - Volunteer days\n\nWe 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.\n\nThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.\n\n#J-18808-Ljbffr","company":"Corient","rawCompany":"corient","city":"Wayne","state":"PA","isRemote":false,"isActive":true,"createdAt":"2026-07-09T03:34:01.209Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Associate Wealth Advisor","description":"Join a team that values your ambition and empowers your growth.\n\nResponsibilities\n\nSupport Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.\n\nAdvanced capability of all wealth, investment, and financial planning processes\n\nBegins to prepare and make recommendations for client financial plans and investments and portfolio allocations\n\nAssist in preparation for client meetings, documenting discussions, and drives client follow-up.\n\nMentoring others and providing oversight of work\n\nPrimary role is as secondary advisor\n\nBegins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions\n\nBusiness process - understanding of client contracts, fee schedules and the onboarding process\n\nSolid/active relationships with COI peers; provides critical support to client team revenue\n\nQualifications & Requirements\n\nBachelor’s degree\n\n3-6 years’ experience\n\nCFP or CFA required\n\nAdvanced knowledge of financial planning concepts and processes\n\nExperience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software\n\nCompetencies\n\nAdvanced knowledge of financial planning concepts and processes\n\nStrong understanding of investments, investment analysis, and building client portfolios\n\nDeveloping others\n\nPhysical Requirements\n\nThis 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.\n\nThis position may require the ability to lift up to 15 pounds.\n\nThis position is required to work onsite 4 days per week.\n\nU.S. Eligibility Requirements\n\nMust be 18 years of age or older.\n\nMust 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.\n\nCorient 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.\n\nMust 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.\n\nWhat You Can Expect From Us\n\n401(k) Plan with Employer Matching\n\nFour Medical Plan options that are generously subsidized by Corient\n\nEmployer paid Dental, Vision & Life and AD&D Insurance\n\nEmployer paid Short-term & Long-term Disability\n\nPaid Maternity & Parental Leave\n\nFlexible Spending Accounts & Health Savings Accounts\n\nDependent Care FSA\n\nCommuter & Transit FSA\n\nCorporate Discount Program - Perkspot\n\nTraining Reimbursement\n\nPaid Professional Designations\n\nGiving back to the community - Volunteer days\n\nWe 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.\n\nThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.\n\n#J-18808-Ljbffr","datePosted":"2026-07-09T03:34:01.209Z","dateModified":"2026-07-09T03:34:01.209Z","hiringOrganization":{"@type":"Organization","name":"Corient","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Wayne","addressRegion":"PA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"2ee6ea0b80cea7266da4eff7"},"url":"https://jobsearcher.com/jobs/2ee6ea0b80cea7266da4eff7"}}