UHNW Wealth Advisor & Family Legacy Strategist

Corient Services LLC; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401k Match

Medical plans

Dental/Vision/Life

Disability Insurance

Parental Leave

FSA

HSA

Dependent Care FSA

Commuter/FSA

Perkspot discount

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient is a leading wealth management firm seeking a skilled professional to support high-net-worth client relationships. You will work with lead advisors to deliver tailored analyses and actionable financial planning materials, ensuring outstanding service and accurate communication with clients.

Applicants should have a finance/economics degree and professional credentials (CFP/CFA/CPA/JD/MBA), plus advanced Excel skills and strong communication abilities.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP, CFA, CPA, JD or MBA required.
• Proficiency in financial analysis tools and advanced Excel.

Responsibilities

• Collaborate with lead advisors to manage the client service experience and deliverables.
• Prepare tailored financial reports and analyses for clients.
• Participate in pre-meeting preparations and document discussions.
• Provide value-added service and comprehensive financial planning support.
• Manage client service experience and coordinate tasks and projects.
• Spearhead special projects and leverage Corient resources.

Skills

Analytical mindset

Attention to detail

Problem-solving

Effective communication

Collaborative teamwork

Education

Bachelor's degree in Finance or Economics

Tools

Advanced Excel

Financial analysis tools

Job description

Corient is a leading wealth management firm seeking a skilled professional to support high-net-worth client relationships. You will work with lead advisors to deliver tailored analyses and actionable financial planning materials, ensuring outstanding service and accurate communication with clients.

Applicants should have a finance/economics degree and professional credentials (CFP/CFA/CPA/JD/MBA), plus advanced Excel skills and strong communication abilities.