UHNW Wealth Advisor: Growth, Legacy & Holistic Planning

Corient Services LLC; Newport Beach (CA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Perkspot Corporate Discount Program

Training Reimbursement

Volunteer days

Job summary

Corient seeks a results-driven Wealth Advisor to expand its client base and deliver holistic wealth solutions. You will build trusted client relationships, drive revenue growth, and collaborate with specialists to tailor planning, investments, and wealth transfer strategies. On-site 4 days per week in Newport Beach.

The ideal candidate is strategic, an excellent communicator, and a fiduciary, thriving in a client-first, collaborative environment.

Qualifications

• Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
• Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions.
• Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.).

Responsibilities

• Develop new high-net-worth and ultra-high-net-worth client relationships and drive revenue growth.
• Provide trusted wealth advice, portfolio reviews, and holistic planning across investments, wealth transfer, and family office services.
• Collaborate with internal specialists to deliver customized wealth strategies and ensure top-tier client service.

Skills

Business development

Client acquisition

Interpersonal skills

Communication

Analytical thinking

Education

Bachelor's in Finance/Economics

MBA or advanced degree preferred

Job description

Corient seeks a results-driven Wealth Advisor to expand its client base and deliver holistic wealth solutions. You will build trusted client relationships, drive revenue growth, and collaborate with specialists to tailor planning, investments, and wealth transfer strategies. On-site 4 days per week in Newport Beach.

The ideal candidate is strategic, an excellent communicator, and a fiduciary, thriving in a client-first, collaborative environment.