Wealth Advisor

Corient Services LLC; Denver (CO); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer-paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days

Job summary

Corient Services LLC in Denver is seeking a Financial Advisor who will manage client service experiences and deliverables while providing wealth management and strategic consulting to high-net-worth clients.

The ideal candidate should possess a Bachelor's degree in Finance or Economics, CFP or CFA certification, and strong analytical skills. The role offers a salary range of $125,000-$200,000 per year, along with comprehensive benefits including medical plans and 401(k) matching.

Qualifications

• Proven experience in Wealth Management or a similar role.
• Strong analytical mindset with attention to detail.
• Collaborative team player with excellent communication skills.

Responsibilities

• Manage the client service experience and deliverables.
• Prepare tailored financial reports and analyses for clients.
• Provide strategic consulting advice and comprehensive financial planning.

Skills

Wealth Management

Financial Analysis

Excel

Communication

Education

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

CFP or CFA certification

Job description

Join a team that values your ambition and empowers your growth. At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families enjoy a full life, preserve wealth for future generations, and provide for the people, causes, and communities they care about.

Responsibilities

• Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
• Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
• Participate in pre‑meeting preparations, document discussions during meetings, and follow up on action items.
• Provide exceptional value‑added service, advice, and deliverables to assigned client families.
• Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
• Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects, leveraging Corient resources and solutions.
• Capable of sourcing and closing business independently.

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience in Wealth Management or a similar role.
• CFP or CFA 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.

Competencies

• Strong analytical and problem‑solving skills.
• Effective communication, both orally and in writing.
• High emotional intelligence and situational awareness.

Pay Information

This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $125,000-$200,000 USD per year. This range takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to experience, skills, knowledge, abilities, education, licensure, and certifications. Salary offers are determined based on final candidate qualifications and experience.

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. The role may require the ability to lift up to 15 pounds. The position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Proof of work authorization is required. Corient participates in E‑Verify and will provide the federal government with your Form I‑9 information to confirm your authorization to work in the U.S. Applicants must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

What You Can Expect from Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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
• Volunteer days as part of giving back to the community

Equal Opportunity Employment

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.