Aspiring Wealth Advisor: High-Net-Worth Planning

Corient; Shaker Heights (OH); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options (subsidized)

Dental, Vision & Life Insurance

AD&D & Disability Insurance

Paid Maternity & Parental Leave

FSA/HSA benefits

Dependent Care FSA

Commuter & Transit FSA

Professional development & Designation

Volunteer days

Job summary

Corient seeks a seasoned Wealth Advisor to partner with Wealth Advisors, guiding high-net-worth clients through comprehensive financial planning and relationship management. The role emphasizes proactive client service and collaboration with investment professionals to deliver integrated advice.

The ideal candidate has 4–8 years in wealth management, holds CFP/CFA/CPA/JD/MBA credentials, and demonstrates strong analytical, communication, and organizational skills.

Qualifications

• Bachelor's degree required.
• 4-8 years of experience in wealth management, financial planning, investment advisory, private banking, or a related field.
• CFP®, CFA®, CPA, JD, or MBA required.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience preparing and presenting financial planning recommendations to affluent clients.
• Strong analytical, organizational, and problem-solving capabilities.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• Experience with wealth management technology platforms such as Salesforce, financial planning software, portfolio accounting systems, Microsoft Office Suite, and DocuSign.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth clients.
• Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses, including: Net worth analysis, Cash flow and retirement planning, Tax projections and planning strategies, Equity compensation and stock option planning, Estate and wealth transfer planning, Insurance analysis, Education funding strategies, Charitable and philanthropic planning, Investment and asset allocation recommendations.
• Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
• Develop increasingly independent responsibility for client planning engagements and relationship management.
• Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
• Mentor junior team members and contribute to a collaborative, growth-oriented culture.
• Support business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.

Skills

Relationship-building

Financial analysis

Communication

Time management

Attention to detail

Education

Bachelor's degree

CFP

CFA

CPA

JD

MBA

Tools

Salesforce

Financial planning software

Portfolio accounting systems

Microsoft Office Suite

DocuSign

Job description

Corient seeks a seasoned Wealth Advisor to partner with Wealth Advisors, guiding high-net-worth clients through comprehensive financial planning and relationship management. The role emphasizes proactive client service and collaboration with investment professionals to deliver integrated advice.

The ideal candidate has 4–8 years in wealth management, holds CFP/CFA/CPA/JD/MBA credentials, and demonstrates strong analytical, communication, and organizational skills.