Wealth Advisor

Join a team that values your ambition and empowers your growth

Key Responsibilities on Complex Client Relationships:

• In conjunction with the lead advisor, the advisor is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team and outside service providers.
• The advisor prepares client deliverables including customized cash flow and other specialized financial reports for clients upon request. 
• The advisor performs analysis on special projects to assist in determining the best option to present to the client.  The advisor then creates presentation materials to clearly convey the recommendation to the client.
• In preparation for client meetings, the advisor may prepare agendas, deliverables, update task lists, participate in team meetings, and execute on tasks as assigned.  During the meetings, the advisor documents the discussion and notes any follow up items.

Key Responsibility on Less Complex Client Relationships:

• The advisor is primarily responsible for delivering exceptional value add service, information, and advice, and executing on deliverables for assigned client families.
• The advisor provides strategic consulting advice to the client, sets goals and initiatives, prioritizes those initiatives, and provides cash flow, financial, charitable, wealth transfer, risk management, and tax planning advice to assist the client in achieving those goals.
• The advisor is responsible for the overall management of the client service experience and the client team. The advisor assigns tasks to team members, facilitates communication, develops strategies, determines value-added services, manages deliverables and timelines, reviews all deliverables, coordinates with outside service providers, supports trustees or other family office staff, determines meeting schedules, and spearheads special projects.
• In preparation for the client meetings, the advisor will convene team meetings, review any outstanding items on the task list, review all documents to be presented, and assign roles for the upcoming meeting.
• The advisor also participates in prospect meetings with potential new clients. The advisor is responsible for collaborating on the assessment of the prospect’s needs and the development of the strategy for the presentation, preparing the presentation, and meeting with the prospect.
• The advisor proactively looks for new business opportunities.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience as a Financial Consultant or similar role.
• CFP designation required.
• Proficiency in financial analysis tools and software, along with advanced Excel skills.
• Excellent communication skills, both verbal and written, with the ability to explain complex financial concepts in a clear and understandable manner.
• 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.

Physical Requirements

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  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.
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  This position may require the ability to lift up to 15 pounds.
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  This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

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  Must be 18 years of age or older.
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  Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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  Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
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  Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
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  Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

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  Flexible & Hybrid Work Program 
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  401(k) Plan with Employer Matching 
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  Four Medical Plan options that is generously subsidized by Corient
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  Employer paid Dental, Vision & Life and AD&D Insurance 
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  Employer paid Short-term & Long-term Disability  
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  Paid Maternity & Parental Leave 
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  Flexible Spending Accounts & Health Savings Accounts
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  Dependent Care FSA 
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  Commuter & Transit FSA 
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  Corporate Discount Program - Perkspot 
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  Training Reimbursement  
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  Paid Professional Designations  
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  Giving back to the community - Volunteer days