Wealth Management Advisor

3 weeks ago

New York, New York, United States Corient Full time

About the Role

We are seeking a skilled Wealth Advisor to join our team at Corient. As a Wealth Advisor, you will be responsible for developing and implementing comprehensive wealth plans for our clients, providing exceptional value-added service, advice, and deliverables to assigned client families.

Key Responsibilities

  • Develop and implement wealth plans for clients, leading client meetings and providing tailored financial reports and analyses.
  • Manage client relationships, providing exceptional service, advice, and deliverables to assigned client families.
  • Coordinate with internal and external team members on follow-up items from planning meetings.
  • Progressively lead more diverse client relationships independently, leveraging Corient resources and solutions.
  • Grow client base through networking and generating leads and referrals.
  • Arrange and participate in prospect meetings, capable of sourcing and closing business independently.
  • Develop team members and contribute to the growth and success of our team.

Requirements

  • 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.

About Corient

At Corient, we value your ambition and empower your growth. We help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes, and communities they care about.

What We Offer

  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is 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

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed 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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