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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 expert advice on investment strategies, portfolio management, and wealth preservation.
- Mentor and guide junior team members to ensure seamless delivery of exceptional client service.
- Stay up-to-date with industry trends, regulatory changes, and best practices to maintain our clients' trust and confidence.
- Bachelor's degree in a relevant field, such as finance, economics, or business.
- Minimum 5 years of experience in wealth management, financial planning, or a related field.
- Professional certifications, such as CFP, JD, or CPA, are highly desirable.
- Excellent communication, analytical, and problem-solving skills, with the ability to work effectively in a fast-paced environment.
- 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, training, and certification.
We're an equal opportunity employer, committed to diversity, equity, and inclusion. If you're passionate about helping others achieve financial freedom, we encourage you to apply.
