UHNW Wealth Advisor: Growth & Legacy Planning

Corient Private Wealth LLC.; San Francisco (CA); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

401(k) plan with employer matching

Medical plan options

Onsite 4 days per week

Zusammenfassung

Corient Private Wealth LLC. is seeking a results-driven Wealth Advisor to join our growing team in San Francisco.

The role centers on building trusted client relationships with high-net-worth individuals, expanding the client base, and delivering holistic wealth solutions across planning, investments, wealth transfer, and tax optimization. The ideal candidate has a strong network of referral sources, 8–10 years advising UHNW clients, and excellent communication and presentation skills.

Qualifikationen

• Proven track record in business development and client acquisition in financial services.
• 8–10 years of experience advising high-net-worth clients.
• Strong network of centers of influence and referral channels.
• Exceptional interpersonal, communication, and presentation skills.
• Strong analytical and problem solving abilities; collaborative mindset.
• Certifications/designations (CFA, CFP, CPA, JD, MBA, etc.).
• Bachelor's degree in Finance or Economics; MBA preferred.
• Growth mindset with focus on winning and retaining clients.
• Ethical and professional behavior in line with regulatory standards.

Aufgaben

• Proactively identify, prospect, and acquire new high-net-worth and ultra-high-net-worth clients.
• Build and execute a personal business development plan to exceed targets.
• Represent the firm at industry events to expand visibility and brand presence.
• Partner with internal teams to create tailored client acquisition strategies.
• Develop integrated wealth management solutions in collaboration with specialists.
• Lead client meetings and manage the client relationship experience.

Kenntnisse

Business development

Client acquisition

Wealth management

Relationship building

Networking

Communication

Presentation skills

Ausbildung

Bachelor's degree in Finance or Economics

MBA preferred

Certifications such as CFA/CFP/CPA/JD

Jobbeschreibung

Corient Private Wealth LLC. is seeking a results-driven Wealth Advisor to join our growing team in San Francisco.

The role centers on building trusted client relationships with high-net-worth individuals, expanding the client base, and delivering holistic wealth solutions across planning, investments, wealth transfer, and tax optimization. The ideal candidate has a strong network of referral sources, 8–10 years advising UHNW clients, and excellent communication and presentation skills.