Wealth Advisor

About the role

We are seeking a proactive and client-focused Wealth Planner to join our advisory team. This role is ideal for someone with a solid foundation in financial planning who is ready to take the next step in their career.

Responsibilities

• Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
• Serve as a key point of contact for clients, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
• Cook up and lead the delivery of Corient’s full spectrum of client solutions—including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support—to ensure a seamless and holistic client experience.
• Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client’s input, determine short and long-term deliverables and develop a plan to accomplish them.
• Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
• Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
• Stay current on finance markets, tax laws, and planning strategies to provide informed advice.

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
• 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
• CFP, CFA, CPA, JD, or MBA required.
• Proven track record of managing client relationships and delivering comprehensive advice.
• Strong growth mindset with a focus on winning and retaining clients.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.