5 days ago Be among the first 25 applicantsIncreasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth AdvisorsCompletes financial plans, investment reports, tax and estate analysis as requestedVast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth AdvisorData and information gatheringBrings forth observations to Lead Advisors regarding clientsLimited oversight on simple projects and plansObserving and learning complex planningAttends networking events and begins to build relationships in the community and with COI peersQualifications & RequirementsMinimum of 2-3 years' experienceProficiency in Microsoft Office, especially ExcelStrong integrity and ability to maintain confidentiality.Excellent team player with strong communication skillsDetail-oriented with excellent analytical and organizational abilities.A proactive approach to work, with the ability to take ownership of projects and see them through to completion.Financial planning and investment principles, including processes and proceduresProficiency with back-office process and custodiansAdditional Job DescriptionAdditional Job DescriptionThis 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.Seniority level Seniority level Mid-Senior levelEmployment type Employment type Full-timeJob function Referrals increase your chances of interviewing at Corient by 2xInferred from the description for this job Medical insuranceVision insurance401(k)Paid maternity leavePaid paternity leaveGet notified when a new job is posted.Sign in to set job alerts for “Wealth Manager” roles. Senior Associate - Special Situations (Atlanta) Atlanta, GA $126,820.00-$149,200.00 2 weeks agoAtlanta, GA $60,000.00-$100,000.00 3 weeks agoAtlanta, GA $143,905.00-$169,300.00 1 week agoAtlanta, GA $125,000.00-$145,000.00 3 days agoSr Manager, Wealth Advisor - Schwab Wealth Advisory Sr Manager, Wealth Advisor - Schwab Wealth Advisory Atlanta, GA $150,000.00-$500,000.00 1 week agoAtlanta Metropolitan Area $150,000.00-$500,000.00 5 days agoRelationship Manager – Wealth Management Atlanta, GA $85,000.00-$110,000.00 5 days agoSr Manager, Wealth Advisor - Schwab Wealth Advisory Head of ETF Specialists, Institutional, and Wealth Platforms Atlanta, GA $250,000.00-$295,000.00 1 hour agoAtlanta, GA $130,000.00-$200,000.00 1 month agoRelationship Manager - Wealth Management Atlanta, GA $85,000.00-$120,000.00 1 month agoCiti Private Bank - UHNW Investment Counselor - Director / MD Atlanta, GA $200,000.00-$500,000.00 1 week agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr