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Corient · 1 day ago

Wealth Advisor

San Francisco, CA

Full-time

Onsite

Senior Level, Lead/Staff

$125K/yr - $175K/yr

8+ years exp

Corient is a growing wealth management platform that helps high- and ultra-high-net-worth individuals and families preserve their wealth for future generations. The Wealth Advisor will deliver comprehensive financial planning and investment management services, serving as the primary advisor and relationship manager for clients, while coordinating a full spectrum of client solutions.

AdviceConsultingWealth Management

No H1B

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

Qualification

Wealth ManagementCFPCFACPAClient Relationship ManagementFinancial PlanningInvestment ManagementAnalytical SkillsCommunication SkillsProblem-Solving SkillsEmotional Intelligence