Wealth Advisor

Join a team that values your ambition and empowers your growth. We help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.

Requirements

• 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.
• Leverages Corient resources and solutions.
• Capable of sourcing and closing business independently.

Benefits

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