Hiring: Associate Wealth Advisor Company: Corient Location: Columbus, OH Job Posted Time: 2026-09-15 14:27:25 Employment Type: On-site Target Skills & Keywords : CFA, CFP, Financial Planning, Salesforce About the job Experience: •3-6 years’ experience •6 years’ experience •18 years of age or older. Required Skills: •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 Qualifications: •Bachelor’s degree •Advanced knowledge of financial planning concepts and processes •In-depth knowledge of investments, investment analysis, and building client portfolios •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 4-5 days per week. •Must be 18 years of age or older. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!