Wealth Advisor

Responsibilities

• Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
• Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
• Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
• Provide exceptional value-added service, advice, and deliverables to assigned client families.
• Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
• Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
• Leverage Corient resources and solutions.
• Capable of sourcing and closing business independently.

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience in Wealth Management or similar role.
• CFP, CFA, CPA, JD, or MBA required.
• Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
• Strong analytical mindset, attention to detail, and problem-solving abilities.
• Collaborative team player with a proactive approach to work.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.