Financial Wealth Consultant

2 days ago

Seattle, Washington, United States Corient Full time

Overview of the Role:

At Corient, we are dedicated to 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 skilled and driven professionals to enhance our team.

Primary Responsibilities for Complex Client Engagements:

  • Collaborate with the lead advisor to oversee the client service experience, manage deliverables, and coordinate with the service team and external providers.
  • Prepare tailored client deliverables, including customized cash flow analyses and specialized financial reports as requested.
  • Conduct analysis on special projects to identify optimal solutions for clients, and develop presentation materials to effectively communicate recommendations.
  • Organize and prepare for client meetings by creating agendas, updating task lists, and participating in team discussions, while documenting meeting outcomes and follow-up actions.

Key Responsibilities for Less Complex Client Engagements:

  • Deliver exceptional service and strategic consulting to assigned client families, ensuring their financial needs are met.
  • Provide comprehensive advice on financial planning, including cash flow management, charitable giving, wealth transfer strategies, risk management, and tax planning.
  • Oversee the client service experience and manage the client team, assigning tasks, facilitating communication, and ensuring timely delivery of services.
  • Prepare for client meetings by convening team discussions, reviewing outstanding tasks, and assigning roles for effective collaboration.
  • Engage in prospect meetings to assess potential clients' needs and develop tailored strategies for presentations.
  • Proactively identify new business opportunities to expand the client base.

Qualifications:

  • 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.
  • Proficient in financial analysis tools and software, with advanced skills in Excel.
  • Exceptional verbal and written communication skills, capable of simplifying complex financial concepts.
  • Strong analytical abilities, attention to detail, and effective problem-solving skills.
  • A collaborative team player with a proactive work ethic.
  • Exemplary ethical standards and adherence to industry regulations.

Compensation:

The salary range for this position is USD $107,146-171,155 per year. This range reflects various factors considered in compensation decisions, including experience, skills, and educational background.

Physical Requirements:

  • Ability to work in an office environment, which may involve prolonged periods of sitting and computer use.
  • Capability to lift up to 15 pounds.
  • This position requires onsite work for four days each week.

U.S. Eligibility Requirements:

  • Must be at least 18 years old.
  • Willingness to undergo a background investigation as a condition of employment.
  • Must possess unrestricted work authorization in the United States.
  • Willingness to sign Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Employee Benefits:

Corient is committed to enhancing the Employee Experience through:

  • Flexible and hybrid work arrangements.
  • 401(k) plan with employer matching.
  • Multiple medical plan options with generous employer subsidies.
  • Employer-paid dental, vision, life, and disability insurance.
  • Paid maternity and parental leave.
  • Training reimbursement and support for professional designations.
  • Community engagement through volunteer days.

Corient is recognized as one of the fastest-growing wealth management platforms in the U.S., managing over $100 billion in assets for more than 10,000 clients. We combine personalized service with extensive resources to deliver a unique wealth management experience.

We are an equal opportunity employer, committed to fostering a diverse and inclusive workplace.

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