Financial Wealth Consultant

2 weeks ago

Seattle, Washington, United States Corient Full time

Empower Your Career in Wealth Management

At Corient, we specialize in assisting high-net-worth individuals and families in achieving their financial aspirations while safeguarding their wealth for future generations. Our mission is to exceed client expectations, simplify their financial lives, and create enduring legacies. We are in search of dedicated and skilled professionals to enhance our team. If you are looking for a workplace that appreciates your contributions and fosters your professional development, we encourage you to explore this opportunity.

Primary Responsibilities for Complex Client Engagements:

  • Collaborating with the lead advisor, you will oversee the client service experience, manage deliverables, and coordinate with the service team and external providers.
  • You will prepare tailored client deliverables, including personalized cash flow analyses and specialized financial reports as requested.
  • Conducting analyses on unique projects to identify optimal solutions for clients, you will create presentation materials to effectively communicate recommendations.
  • In preparation for client meetings, you will develop agendas, update task lists, participate in team discussions, and execute assigned tasks. During meetings, you will document discussions and note follow-up actions.

Key Responsibilities for Less Complex Client Engagements:

  • You will deliver exceptional service, providing valuable insights and advice while executing deliverables for assigned client families.
  • Offering strategic consulting, you will help clients set and prioritize goals, providing guidance on cash flow, financial planning, charitable giving, wealth transfer, risk management, and tax strategies.
  • Overseeing the client service experience, you will manage the client team, assign tasks, facilitate communication, and coordinate with external service providers.
  • In preparation for client meetings, you will convene team discussions, review outstanding items, and assign roles for the upcoming meeting.
  • You will also engage in prospect meetings, collaborating on needs assessments and strategy development for presentations.
  • Proactively seeking new business opportunities will be a key aspect of your role.

Qualifications:

  • A Bachelor’s degree in Finance, Economics, or a related discipline.
  • Demonstrated experience as a Financial Consultant or in a similar capacity.
  • CFP designation is mandatory.
  • Proficiency in financial analysis tools and software, with advanced Excel capabilities.
  • Exceptional communication skills, both verbal and written, with the ability to articulate complex financial concepts clearly.
  • A strong analytical mindset, attention to detail, and effective problem-solving skills.
  • A collaborative team player with a proactive work ethic.
  • Exemplary ethical and professional conduct, adhering to industry regulations and compliance standards.

The compensation range for this position is USD $107,146-171,155 per year. This range reflects various factors considered in compensation decisions, including experience, skills, education, and organizational needs. Salary offers are based on the qualifications and experience of the final candidate.

This description provides a general overview of the expectations and responsibilities associated with this position and may not encompass all tasks assigned. Responsibilities may evolve as business needs change.

Physical Requirements

  • This role requires the physical capability to operate in an office environment, which may involve extended periods of sitting and computer work. Corient is committed to making reasonable accommodations for individuals with disabilities.
  • The ability to lift up to 15 pounds may be necessary.
  • This position requires onsite work four days a week.

U.S. Eligibility Requirements

  • Must be at least 18 years old.
  • Willingness to undergo a background investigation; employment offers are contingent upon successful completion of this process.
  • Must possess unrestricted work authorization in the United States. Corient hires U.S. citizens or permanent residents, with exceptions based on the availability of qualified candidates.
  • Corient participates in E-Verify and will provide necessary documentation to confirm work authorization.
  • Willingness to sign Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which includes post-employment obligations.

What You Can Expect From Us

Corient is dedicated to enhancing the Employee Experience by supporting and inspiring our talented team through:

  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options, generously subsidized by Corient
  • Employer-paid Dental, Vision & Life 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
  • Training Reimbursement
  • Paid Professional Designations
  • Community Engagement through Volunteer Days

Corient is among the fastest-growing wealth management platforms in the U.S., serving over 10,000 clients and managing assets exceeding $100 billion. We combine personalized service with extensive resources to deliver a unique wealth management experience.

We are committed to fostering a safe, healthy, and respectful environment for all employees, recognizing that full participation is essential for individual and organizational success. We value diversity and are an equal opportunity employer, ensuring that all candidates are considered without regard to personal characteristics or status.

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