UHNW Wealth Advisor: Growth, Legacy & Strategic Planning

Corient; Newport Beach (CA); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health/SV

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Newport Beach, CA is seeking a results-driven Wealth Advisor to grow our ultra-high-net-worth client base and deliver holistic wealth solutions anchored in fiduciary excellence. You will build trusted relationships, generate new business, and work with planning, investing and tax specialists to tailor strategies, while representing Corient at client events and in the market.

This role requires leadership, superior communication, and a strong network of professionals to expand our

Qualifications

• 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice.
• Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
• Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
• Exceptional interpersonal, communication, and presentation skills.
• Strong analytical and problem solving skills, ability to influence and partner across teams to drive outcomes.
• Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.).
• Bachelor's degree in Finance, Economics, or related field; advanced degree or MBA preferred.
• Strong growth mindset with a focus on winning and retaining clients.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

Responsibilities

• Proactively identify, prospect, and acquire new high-net-worth and ultra-high-net-worth clients through networking, referrals, centers of influence, and community engagement.
• Build and execute a personal business development plan to exceed sales targets and growth objectives.
• Represent the firm at industry events, conferences, and client seminars to expand visibility and brand presence.
• Partner with internal marketing, product, and investment teams to create tailored client acquisition strategies.
• Serve as a trusted advisor to clients by understanding their unique goals, values and legacy; develop integrated wealth management solutions.
• Collaborate with key firm specialists and partners to deliver holistic wealth strategies and solutions – planning, investments, wealth transfer, family office services and tax optimization.
• Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives.
• Stay current on market trends, products, and regulatory changes to provide informed advice and anticipate client needs.
• Leverage data, analytics, and marketing tools to track pipeline activity, client engagement, and conversion metrics.

Skills

Business development

Client acquisition

Wealth management

Relationship building

Communication skills

Analytical skills

Presentation skills

Ethical conduct

Team collaboration

Education

Bachelor's degree in Finance or Economics

MBA preferred

CFA/CFP/CPA/JD/MBA certifications

Advanced degree in related field

Job description

Corient in Newport Beach, CA is seeking a results-driven Wealth Advisor to grow our ultra-high-net-worth client base and deliver holistic wealth solutions anchored in fiduciary excellence. You will build trusted relationships, generate new business, and work with planning, investing and tax specialists to tailor strategies, while representing Corient at client events and in the market.

This role requires leadership, superior communication, and a strong network of professionals to expand our