Wealth Advisor

Corient; Boston (MA); On-site; USD 60,000 - 110,000; Full time

Job summary

Corient is seeking a Financial Consultant to join their Boston team, assisting high-net-worth clients in achieving comprehensive wealth management. The ideal candidate will have strong analytical skills, a relevant degree, and proven experience in financial consulting. Join a growing company that values ambition and supports employee development.

Benefits

Flexible & Hybrid Work Program

401(k) Plan with Employer Matching

Medical, Dental, and Vision Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Qualifications

• Proven experience as a Financial Consultant or similar role.
• Strong analytical mindset and attention to detail.
• Collaborative team player with a proactive approach.

Responsibilities

• Coordinate delivery of investment and wealth management services.
• Identify and prioritize client investment and wealth planning needs.
• Prepare tailored financial reports and analyses for clients.

Skills

Financial Analysis

Communication

Problem Solving

Education

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

CFP, CFA, CPA, JD, or MBA

Job description

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Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities

• Coordinate and drive the delivery of Corient’s broad investment, planning and wealth management services and resources to benefit our clients.
• Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client’s input, determine short and long-term deliverables and develop a plan to accomplish them.
• Manage the client service experience and liaise with investment and planning colleagues, service teams and external providers.
• Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
• Provide exceptional value-added service, advice, and deliverables to assigned client families.
• Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
• Oversee the building and ongoing management of client portfolios.
  

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience as a Financial Consultant or similar role, with a strong background in investments.
• CFP, CFA, CPA, JD, or MBA required.
• Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
• Strong analytical mindset, attention to detail, and problem-solving abilities.
• Collaborative team player with a proactive approach to work.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
  

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.
  

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
  

What You Can Expect From Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• Flexible & Hybrid Work Program
• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days
  

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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