UHNW Wealth Advisor & Growth Architect

Corient; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plan options

Dental & Vision Insurance

Paid Parental Leave

Flexible Spending Accounts

Job summary

Corient in San Francisco seeks a results-driven Wealth Advisor to expand our ultra-high-net-worth client base, deliver holistic wealth solutions, and drive revenue growth within a fiduciary, client-first culture.

You will partner with specialists to craft plans across wealth planning, investments, and transfer strategies, conduct regular portfolio reviews, and represent Corient at events to deepen relationships and grow the firm’s network.

Qualifications

• Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
• 8–10 years of experience advising high-net-worth clients and building lasting relationships.
• Strong network of professional centers of influence and ability to cultivate new referrals.
• Exceptional interpersonal, communication, and presentation skills.
• Certifications/designations such as CFA, CFP, CPA, JD, MBA are a plus.
• Bachelor’s degree in Finance or Economics; MBA preferred.

Responsibilities

• Proactively identify, prospect, and acquire new high-net-worth clients to expand the client base.
• Build and execute a personal business development plan to exceed sales targets.
• Represent the firm at industry events to enhance visibility and brand presence.
• Develop integrated wealth management solutions with internal specialists and partners.
• Lead client meetings and manage the client relationship end-to-end.
• Collaborate on planning, investments, and tax optimization to deliver holistic strategies.

Skills

Business development

Relationship management

Financial services advisory

Networking

Communication

Presentation skills

Education

Bachelor's degree in Finance or Economics

MBA preferred

Tools

CRM systems

Financial planning tools

Job description

Corient in San Francisco seeks a results-driven Wealth Advisor to expand our ultra-high-net-worth client base, deliver holistic wealth solutions, and drive revenue growth within a fiduciary, client-first culture.

You will partner with specialists to craft plans across wealth planning, investments, and transfer strategies, conduct regular portfolio reviews, and represent Corient at events to deepen relationships and grow the firm’s network.