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Wealth Strategist

2 months ago

Chicago, Illinois, United States Corient Private Wealth LLC Full time
Unlock Your Potential as a Wealth Strategist

At Corient Private Wealth LLC, we're seeking a talented and motivated individual to join our team as a Wealth Strategist. As a key member of our team, you'll have the opportunity to work with high-net-worth individuals, families, and high achievers to help them achieve their financial goals.

Responsibilities:
  • Design and implement customized wealth plans tailored to each client's unique circumstances.
  • Identify complex planning issues and opportunities, including trust, estate, tax, retirement, investment, and charitable strategies.
  • Partner with internal colleagues to integrate meaningful planning solutions for existing and prospective clients.
  • Deliver plans to clients in a clear and understandable manner, including meeting preparation, financial plan construction, and presentation.
  • Stay current on planning issues and communicate updates to the team, contributing content to the Firm's website and social media channels.
  • Participate in the development of new clients through individual and group efforts.
  • Seek opportunities to grow existing client relationships through increased wallet share.
  • Engage with clients to create referral opportunities from existing clients.
  • Coach and counsel advisors on financial planning strategies.
  • Lead, mentor, and coach less experienced wealth planners.
Requirements:
  • 7+ years of experience in the legal, tax, or wealth management industry.
  • Bachelor's Degree and Certified Financial Planner (CFP), CPA, or JD designation required.
  • Proficient in Microsoft Office suite and financial planning software.
  • Advanced knowledge of personal tax issues and estate planning.
  • Strong interpersonal skills, sense of teamwork, and entrepreneurial-minded approach to business.
  • Strong written and verbal communications skills.

We are an equal opportunity employer and welcome applications from diverse candidates. All candidates will be recruited and selected without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information, or any other basis prohibited by law.