Private Wealth Advisor

Corient; Denver (CO); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

401k Matching

Medical Plans

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

FSA/HSA

Commuter Benefit

Volunteer Days

Job summary

Corient is seeking a seasoned Wealth Management professional in Denver to manage client service experiences, prepare tailored financial analyses, and coordinate with advisors. The role emphasizes strategic consulting, financial planning, and leading client-service teams to deliver high-value deliverables.

Candidates should have a finance-related degree, CFP/CFA credentials, advanced Excel skills, and a demonstrated ability to work ethically within regulatory standards.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience in Wealth Management or similar role.
• CFP or CFA required.
• Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
• Strong analytical mindset, attention to detail, and problem-solving abilities.
• Collaborative team player with a proactive approach to work.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

Responsibilities

• Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
• Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
• Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
• Provide exceptional value-added service, advice, and deliverables to assigned client families.
• Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
• Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
• Leverages Corient resources and solutions.
• Capable of sourcing and closing business independently.

Skills

Wealth Management

CFP/CFA

Advanced Excel

Financial Analysis

Communication Skills

Analytical Mindset

Team Player

Regulatory Compliance

Education

Bachelor's degree in Finance or Economics

Job description

Corient is seeking a seasoned Wealth Management professional in Denver to manage client service experiences, prepare tailored financial analyses, and coordinate with advisors. The role emphasizes strategic consulting, financial planning, and leading client-service teams to deliver high-value deliverables.

Candidates should have a finance-related degree, CFP/CFA credentials, advanced Excel skills, and a demonstrated ability to work ethically within regulatory standards.