Wealth Advisor

Corient; New York (NY); On-site; USD 175,000 - 200,000; Full time

Job summary

An established industry player is seeking a dynamic Wealth Advisor to join their team in New York. This role involves leading client interactions and providing exceptional wealth management services to high-net-worth individuals. You will collaborate with advisors to develop tailored financial strategies and ensure clients receive top-notch service. This position offers an exciting opportunity to make a significant impact on clients' financial futures while working in a supportive and growth-oriented environment. If you are passionate about finance and client service, this role is perfect for you.

Benefits

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental Insurance

Employer paid Vision Insurance

Paid Maternity Leave

Paid Paternity Leave

Training Reimbursement

Paid Professional Designations

Volunteer days

Qualifications

• Proven experience in Wealth Management or similar role.
• Strong analytical mindset and attention to detail.

Responsibilities

• Identify and prioritize key client investment and wealth planning needs.
• Prepare tailored financial reports and analyses for clients.

Skills

Wealth Management

Financial Analysis

Communication Skills

Analytical Skills

Problem-Solving

Education

Bachelor's degree in Finance

CFP, CFA, CPA, JD, or MBA

Tools

Excel

Job description

Direct message the job poster from Corient

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.

We're in search of a dynamic and experienced Wealth Advisor with a strong background in investments to join our team. This role will involve both leadership responsibilities and collaboration, catering to clients with varying levels of complexity.

Responsibilities

• 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.
• 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.
• Leverages Corient resources and solutions.
• Capable of sourcing and closing business independently.
• Capable of effectively communicating macro commentary.
• knowledge of and ability to speak to individual stocks a plus

Qualifications & Requirements

• Bachelor's degree in Finance, Economics, or a related field.
• Proven experience in Wealth Management or 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.
• Strong analytical and problem-solving skills
• Communicate effectively, both orally and in writing
• High emotional intelligence and situational awareness

The base pay range for this position is $175,000 – $200,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. 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, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. 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. 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:

• 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
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Finance

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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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