Wealth Advisor

Description

At Corient, we help ultra-high / 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.

Our experienced team of wealth advisors has knowledge and access to the full spectrum of world class offerings including planning, investing, lending and money management disciplines.  Our unique partnership model fosters professional collaboration and a relentless focus on excellence, designed to deliver a differentiated client experience.

If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

About the Role

We 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 Responsibilities

Business 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

Advisory & Strategy

Qualifications

What We Offer

Be a part of Corient’s exciting growth ambition to be the leading global ultra high net worth wealth manager

Competencies

This 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

U.S. Eligibility Requirements

What You can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.