Wealth Management Specialist
3 days ago
At Corient, we're dedicated to empowering high-net-worth individuals and families to achieve their financial goals. As a Wealth Advisor, you'll play a vital role in helping our clients preserve their wealth for future generations and make a lasting impact on their lives.
Key Responsibilities:- Develop and implement comprehensive wealth plans tailored to each client's unique needs and goals.
- Conduct in-depth financial analyses and provide expert recommendations to clients.
- Build and maintain strong relationships with clients, delivering exceptional service and value-added advice.
- Collaborate with internal and external teams to ensure seamless execution of client plans.
- Identify and pursue new business opportunities, growing our client base and driving revenue growth.
- Bachelor's degree in Finance, Economics, or a related field.
- Proven experience in financial consulting or a related field, with a strong background in investments.
- Hold a CFP, CFA, CPA, JD, or MBA certification.
- Excellent analytical and communication skills, with proficiency in financial analysis tools and advanced Excel.
- Strong problem-solving abilities, attention to detail, and a collaborative team mindset.
- A dynamic and supportive work environment that fosters growth and development.
- A comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
- Opportunities for professional development and training, including paid designations and certifications.
- A commitment to diversity, equity, and inclusion, with a focus on creating a workplace that values and respects all employees.
We're an equal opportunity employer, and we welcome applications from diverse candidates who share our values and passion for delivering exceptional client service.
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