Associate Wealth Advisor - Build Plans & Relationships

Posted 9 days ago

corient servicesSan Diego (CA)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

Corient Services LLC in California is seeking a seasoned Wealth Advisor with 4–8 years of experience to support senior advisors and advance toward independent client management. You will handle wealth planning processes, portfolio allocations, and client meetings preparation in a fast-paced environment. The role requires a Bachelor's degree and advanced credentials such as CFP/CFA/CPA/JD/MBA, with proficiency in Salesforce, planning software, and Microsoft Office. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.