Wealth Advisor

Corient Services LLC; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options generously subsidized by Corient

Paid Maternity & Parental Leave

Flex Spending Accounts

Corporate Discount Program

Job summary

Corient Services LLC in Houston is seeking a dedicated professional to join their Wealth Management team. The role involves managing the client service experience, preparing financial reports, and providing strategic consulting advice.

The ideal candidate holds a Bachelor's degree in Finance or Economics, possesses years of experience in Wealth Management, and holds professional certifications like CFP or CFA. The position offers competitive benefits including employer matching for 401(k) and medical plan options.

Qualifications

• Proven experience in Wealth Management or a similar role.
• Proficiency in financial analysis tools and advanced Excel skills.
• Demonstrated ethical and professional behavior, adhering to industry regulations.

Responsibilities

• Collaborate with lead advisors to manage the client service experience.
• Prepare tailored financial reports and analyses for clients.
• Provide exceptional value-added service and advice to assigned client families.

Skills

Financial analysis

Communication skills

Problem-solving

Team collaboration

Education

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

CFP, CFA, CPA, JD, or MBA

Tools

Excel

Job description

Overview

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.

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.
• Leverage 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, 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.

Competencies

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

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 and requires working onsite 4 days per week. Corient seeks to make reasonable accommodations for individuals with disabilities when possible.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization 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.
• Must provide proof of work authorization and will participate in E‑Verify.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, including post‑employment obligations.

Benefits

• 401(k) Plan with Employer Matching
• Medical Plan options generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Short‑term and 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 and community giving opportunities

Equal Opportunity Employer

Corient is 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.