UHNW Wealth Advisor - Growth & Legacy Planning

Corient Private Wealth LLC.; Newport Beach (CA); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Plan with Employer Matching

Four Medical Plan options

Job summary

A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic wealth solutions. The ideal candidate has 8-10 years of experience with high-net-worth clients, strong analytical skills, and relevant certifications. You will work in a collaborative team environment, focusing on providing exceptional client service and growing the firm's influence in the market.

Qualifications

• Minimum 8-10 years of experience advising high-net-worth clients.
• Strong network of professional centers of influence.
• Relevant certifications such as CFA, CFP, or CPA.

Responsibilities

• Identify and acquire new high-net-worth clients through networking.
• Develop integrated wealth management solutions with specialists.
• Conduct regular portfolio reviews and strategic planning sessions.

Skills

Business development

Client acquisition

Analytical skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, or related field

Advanced degree or MBA preferred

Job description

A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic wealth solutions. The ideal candidate has 8-10 years of experience with high-net-worth clients, strong analytical skills, and relevant certifications. You will work in a collaborative team environment, focusing on providing exceptional client service and growing the firm's influence in the market.