Wealth Advisor

Corient Services LLC; Morristown (TN); On-site; USD 125,000 - 150,000; Full time

Job summary

Corient Services LLC is looking for a proactive Wealth Planner in Morristown, NJ. This role involves working closely with senior advisors to provide investment advice and manage relationships with high net worth clients.

The ideal candidate will have over 8 years of wealth management experience, a Bachelor’s degree in a relevant field, and required certifications like CFP or CFA. Compensation ranges from $125,000 to $150,000 annually.

Qualifications

• 8+ years of experience in Wealth Management or similar role.
• Proven track record of managing client relationships.
• Advanced degree or MBA preferred.

Responsibilities

• Serve as primary advisor and relationship manager for clients.
• Lead client meetings and manage client relationship experience.
• Identify and prioritize client investment needs.

Skills

Client relationship management

Investment advice

Excellent communication skills

Analytical skills

Problem-solving skills

Education

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

Professional certifications (CFP, CFA, CPA, JD, or MBA)

Job description

Location: Morristown, NJ

Overview

We are seeking a proactive and client‑focused Wealth Planner to join our advisory team. This role is ideal for someone with a solid foundation in financial planning who is ready to take the next step in their career. You will work closely with senior advisors to develop and implement comprehensive financial plans and serve as a key point of contact for clients.

Responsibilities

• Serve as primary advisor and relationship manager on key client relationships, providing wealth management and investment advice to ultra‑high net worth and high net worth clients.
• Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
• Coordinate and lead the delivery of Corient’s full spectrum of client solutions—including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support—to ensure a seamless and holistic client experience.
• 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.
• Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
• Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
• Stay current on finance markets, tax laws, and planning strategies to provide informed advice.

Qualifications & Requirements

• Bachelor’s degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
• 8+ years of proven experience in Wealth Management or a similar role; experience with high net worth and ultra‑high net worth clients required.
• Professional certifications: CFP, CFA, CPA, JD, or MBA required.
• Proven track record of managing client relationships and delivering comprehensive advice.
• Strong growth mindset with a focus on winning and retaining clients.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
• Strong analytical and problem‑solving skills.
• Effective communication skills, both orally and in writing.
• High emotional intelligence and situational awareness.

Compensation

The pay range for this position is $125,000 – $150,000 per year.

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. It may require the ability to lift up to 15 pounds and working onsite 4 days per week.

Eligibility Requirements

Must be 18 years of age or older. Must have unrestricted work authorization to work in the United States (U.S. citizenship or permanent residence). Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Equal Opportunity Employer Statement

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.