About the RoleWe are seeking a results-driven Wealth Advisor to join our growing team. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments. You will play a central role in expanding our client base, driving revenue growth, and representing our brand in the market. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment.
Key ResponsibilitiesBusiness Development & Client Acquisition
- Proactively identify, prospect, and acquire new high-net-worth and ultra-high-net-worth clients through networking, referrals, centers of influence, and community engagement.
- Build and execute a personal business development plan to exceed sales targets and growth objectives.
- Represent the firm at industry events, conferences, and client seminars to expand visibility and brand presence.
- Partner with internal marketing, product, and investment teams to create tailored client acquisition strategies.
Client Relationship Management
- Serve as a trusted advisor to clients by understanding their unique goals, values and legacy
- Develop integrated wealth management solutions collaborating with key firm specialists and partners
- Conduct regular portfolio reviews, market updates, and strategic planning sessions to deepen relationships
- Deliver an exceptional client experience by ensuring proactive communication, service, responsiveness, and value-added insights
- Lead client meetings, managing all aspects of the client relationship experience with internal and external teams
Advisory & Strategy
- Collaborate with specialists to deliver holistic, customized wealth strategies and solutions - planning, investments, wealth transfer, family office services and tax optimization
- 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.
- Stay current on market trends, products, and regulatory changes to provide informed advice and anticipate client needs
- Leverage data, analytics, and marketing tools to track pipeline activity, client engagement, and conversion metrics
Qualifications- Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
- Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions
- Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
- Exceptional interpersonal, communication, and presentation skills
- Strong analytical and problem solving skills, ability to influence and partner across teams to drive outcomes
- Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.)
- Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred
- Strong growth mindset with a focus on winning and retaining clients
- Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards
What We Offer- Competitive compensation with a strong performance-based incentive structure
- Access to a full platform of world class investment, planning, and advisory solutions to serve clients comprehensively
- Collaborative team environment with significant focus and commitment to professional development and career growth opportunities
- Unique Partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth
Be a part of Corient's exciting growth ambition to be the leading global ultra high net worth wealth manager
CompetenciesThis position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
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.
What You can Expect from UsOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
- 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
