Wealth Advisor

Corient Services LLC; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer-paid Dental, Vision & Life Insurance

Flexible Spending Accounts & Health Savings Accounts

Corporate Discount Program – Perkspot

Job summary

Corient Services LLC is seeking a dedicated financial professional to enhance client service experiences by preparing tailored financial reports and offering strategic consulting advice. The ideal candidate will hold a Bachelor's degree in Finance or Economics and possess certifications like CFP or CFA.

This role includes managing client relations, overseeing deliverables, and ensuring compliance with industry regulations. Benefits include a 401(k) plan, medical coverage options, and paid professional designations.

Qualifications

• Proven experience in Wealth Management or similar role.
• Advanced Excel skills and proficiency in financial analysis tools.
• Strong analytical mindset and attention to detail.

Responsibilities

• Manage client service experience and oversee task lists.
• Prepare financial reports and client presentations.
• Provide strategic consulting and comprehensive financial planning.

Skills

Financial analysis

Communication

Problem-solving

Team collaboration

Education

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

CFP, CFA, CPA, JD, or MBA

Tools

Insurance policies

Financial analysis tools

Job description

About the Company

At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families to enjoy a full life, while preserving their wealth for future generations and supporting the causes 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; create 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; source and close 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. The position requires working onsite 4 days per week.

Eligibility Requirements

Must be at least 18 years of age, have unrestricted work authorization to work in the United States, and be willing to execute the Employee Agreement and Confidentiality and Non‑Disclosure Agreement. Corient participates in E‑Verify and follows all related federal procedures. Candidates must be able to provide proof of work authorization.

Benefits

• 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 (Giving back to the community)

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.