Wealth Management Specialist

4 weeks ago

Étreux, Hauts-de-France, United States Corient Full time
Unlock Your Potential as a Wealth Advisor at Corient

At Corient, we empower ambitious individuals to excel in their careers and make a lasting impact on our clients' lives. As a Wealth Advisor, you will play a vital role in helping high-net-worth individuals and families preserve their wealth for future generations and achieve their financial goals. Our team is dedicated to exceeding expectations, simplifying lives, and establishing legacies that last.

Key Responsibilities:
  • Deliver exceptional client service and coordinate the delivery of Corient's investment, planning, and wealth management services.
  • Identify and prioritize key client investment and wealth planning needs through a robust discovery process.
  • Manage client relationships and collaborate with investment and planning colleagues, service teams, and external providers.
  • Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
  • Provide strategic consulting advice, set goals, and offer comprehensive financial planning support to assigned client families.
  • Oversee the building and ongoing management of client portfolios.

Requirements & Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field.
  • Proven experience as a Financial Consultant or similar role, with a strong background in investments.
  • CFP, CFA, CPA, JD, or MBA required.
  • Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
  • Strong analytical mindset, attention to detail, and problem-solving abilities.
  • Collaborative team player with a proactive approach to work.
  • Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

What We Offer:
  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options generously subsidized by Corient
  • Employer-paid Dental, Vision & Life and AD&D 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 - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States, serving over 10,000 clients and managing over $100 billion of assets. We combine a boutique's personal service with the extensive resources and intellectual capital of an innovative industry leader to create a unique wealth management experience for our clients. We are committed to a safe, healthy, and respectful environment and expect each employee to honor this commitment in their daily responsibilities. We are an equal opportunity employer, recruiting and selecting candidates 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.

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