Wealth Advisor

We're in search of a dynamic and experienced Wealth Advisor with a strong background in investments to join our team. This role will involve both leadership responsibilities and collaboration, catering to clients with varying levels of complexity.

Requirements

• Coordinate and drive the delivery of Corient’s broad investment, planning and wealth management services and resources to benefit our clients.
• Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives.
• Manage the client service experience and liaise with investment management and wealth planning colleagues, service teams and external providers.
• Lead team of subject matter experts in various wealth management disciplines to deliver exceptional value-added services, advice, and deliverables to client families.
• Coordinate the delivery of the full scope of Corient’s solutions to our clients, including tax, family office, wealth transfer, and trustee services.
• Serve as clients’ primary relationship manager for Corient, including proactive and regular communication.
• Cultivate client referral sources and centers of influence, and develop new business opportunities on ongoing basis.

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