Wealth Advisor

About the role

We are seeking a proactive and client-focused Wealth Planner to join our advisory team. This role is ideal for someone with a solid foundation in financial planning who is ready to take the next step in their career. You will work closely with senior advisors to develop and implement comprehensive financial plans and serve as a key point of contact for clients. This position will report to a Partner, Wealth Advisor.

Responsibilities

• Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
• Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
• Coordinate and lead the delivery of Corient's full spectrum of client solutions-including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support-to ensure a seamless and holistic client experience.
• Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client's input, determine short and long-term deliverables and develop a plan to accomplish them.
• Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
• Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
• Stay current on finance markets, tax laws, and planning strategies to provide informed advice.
• Qualifications & Requirements
• Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
• 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
• CFP, CFA, CPA, JD, or MBA required.
• Proven track record of managing client relationships and delivering comprehensive advice.
• Strong growth mindset with a focus on winning and retaining clients.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
• Competencies
• Strong analytical and problem-solving skills
• Communicate effectively, both orally and in writing
• High emotional intelligence and situational awareness
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
• U.S. Eligibility Requirements
• Must be 18 years of age or older.
• Corient participates in E-Verify and will prov

Additional Information

Join a team that values your ambition and empowers your growth At Corient, 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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: Morristown, NJ

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