Senior Wealth Advisor for UHNW Families

CI Financial; Morristown (TN); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life

Employer paid Disability

Paid Maternity & Parental Leave

FSAs & Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Morristown, NJ, seeks a senior wealth advisor to lead high-net-worth client relationships and deliver comprehensive wealth management strategies. You will manage meetings, coordinate investment, planning, and tax services, and drive business development while mentoring junior advisors.

The role requires a track record of serving UHNW clients, strong ethics, and exceptional communication skills; on-site work is expected with a competitive compensation range.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; advanced degree or MBA preferred.
• 8+ years of proven experience in Wealth Management or similar role with high net worth clients.
• CFP, CFA, CPA, JD, or MBA credential 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 per industry regulations.

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

Relationship mgmt

Communication

Business development

Analytical thinking

Education

CFP, CFA, CPA, JD, or MBA credential

Job description

Corient in Morristown, NJ, seeks a senior wealth advisor to lead high-net-worth client relationships and deliver comprehensive wealth management strategies. You will manage meetings, coordinate investment, planning, and tax services, and drive business development while mentoring junior advisors.

The role requires a track record of serving UHNW clients, strong ethics, and exceptional communication skills; on-site work is expected with a competitive compensation range.