Senior Wealth Advisor | Client Relationship Lead

Corient; Morristown (NJ); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Multiple Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations support

Volunteer days

Job summary

Corient seeks an experienced wealth advisory professional to lead key client relationships and deliver integrated investment, planning, and family office services for ultra-high and high-net-worth clients in New Jersey. You will guide meetings, tailor comprehensive plans, and mentor junior advisors while staying current on market and tax developments.

The role requires a strong track record in wealth management, relevant credentials (CFP/CFA/CPA/JD/MBA), and a client-centered, compliance-focused

Qualifications

• Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
• 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
• CFP, CFA, CPA, JD, or MBA required.
• Proven track record of managing client relationships and delivering comprehensive advice.
• Strong growth mindset with a focus on winning and retaining clients.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

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.

Skills

Client relationships

Communication

Analytical thinking

Emotional intelligence

Ethical standards

Education

CFP

CFA

CPA

JD

MBA

8+ years wealth management experience

Job description

Corient seeks an experienced wealth advisory professional to lead key client relationships and deliver integrated investment, planning, and family office services for ultra-high and high-net-worth clients in New Jersey. You will guide meetings, tailor comprehensive plans, and mentor junior advisors while staying current on market and tax developments.

The role requires a strong track record in wealth management, relevant credentials (CFP/CFA/CPA/JD/MBA), and a client-centered, compliance-focused