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Wealth Strategist
4 weeks ago
At Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.
Responsibilities:- Develop and implement comprehensive financial plans that cater to clients' unique needs and objectives.
- Collaborate with cross-functional teams to provide exceptional client service and support.
- Mentor and guide junior team members to ensure seamless knowledge transfer and growth.
- Stay up-to-date with industry trends, regulatory changes, and best practices to deliver cutting-edge solutions.
- Bachelor's degree in a relevant field (e.g., finance, economics, business).
- Minimum 5 years of experience in wealth management, financial planning, or a related field.
- Professional certifications (e.g., CFP, JD, CPA, CPWA, AEP, CAP) are highly desirable.
- Excellent communication, interpersonal, and analytical skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- A dynamic and supportive work environment that fosters growth and development.
- A competitive salary range of $100,000 - $125,000 per year, commensurate with experience.
- A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
- Opportunities for professional development and continuing education.
Corient Private Wealth LLC is an equal opportunity employer committed to diversity, equity, and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client experiences.
