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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 gen…
Skills: Financial Planning, Investment Analysis, Portfolio Allocation, Client Relationship Management, Salesforce
Columbus, Ohio, United States · On-site
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It’s time to take your sales career to the next level. Every day you’ll be at the center of it all. Your goal? Create meaningful connections with every customer, with your personalized sales expertise. Meeting sales targ…
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Columbus, Ohio, United States · On-site
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Screen reader users may encounter difficulty with this site. For assistance with applying, please contact [email protected]. If you have questions while submitting an application, please review these frequ…
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Columbus, Ohio, United States · On-site
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Screen reader users may encounter difficulty with this site. For assistance with applying, please contact [email protected]. If you have questions while submitting an application, please review these frequ…
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Columbus, Ohio, United States · On-site
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Columbus, Ohio, United States · On-site
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Columbus, Ohio, United States · On-site
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Columbus, Ohio, United States · On-site
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Columbus, Ohio, United States · On-site
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Columbus, Ohio, United States · On-site
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Columbus, Ohio, United States · On-site
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Skills: Equipment Diagnosis, Mechanical Repair, Routine Maintenance, Customer Service, Patient Instruction
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Support Wealth Advisors in delivering services to high-net-worth clients and managing less complex client relationships. Prepare financial plans, investment recommendations, and handle client meeting documentation and follow-ups.
Requires a Bachelor's degree and 3-6 years of experience with a mandatory CFP or CFA certification. Must possess advanced knowledge of financial planning concepts and proficiency in wealth management technology.
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.
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
Bachelor’s degree
3-6 years’ experience
CFP or CFA required
Advanced knowledge of financial planning concepts and processes
Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Advanced knowledge of financial planning concepts and processes
Strong understanding of investments, investment analysis, and building client portfolios
Developing others
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
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.
This 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.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
