Wealth Advisor

Corient; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Plan with employer matching

Generously subsidized medical plan options

Paid professional designations

Job summary

A leading wealth management firm in San Francisco is looking for a results-driven Wealth Advisor. The ideal candidate will have 8-10 years of experience advising high-net-worth individuals and a strong track record in business development. This role focuses on client acquisition, management, and delivering tailored wealth solutions. If you're a strategic thinker with excellent communication skills and a collaborative mindset, we encourage you to apply and be a part of their exciting growth trajectory.

Qualifications

• Minimum 8-10 years of experience advising high-net-worth clients.
• Proven track record in business development.
• Strong network of professional centers of influence.
• Excellent interpersonal, communication, and presentation skills.
• Certifications/designations (CFA, CFP, CPA, JD, MBA).
• Bachelor’s degree in Finance, Economics, or related field; MBA preferred.
• Growth mindset with ethical, regulatory‑compliant approach.

Responsibilities

• Proactively identify and acquire new clients.
• Develop integrated wealth management solutions.
• Conduct regular portfolio reviews.
• Provide proactive market updates and strategic planning sessions.
• Collaborate with internal teams to tailor client acquisition strategies.

Skills

Business development

Client acquisition

Strong communication skills

Analytical skills

Interpersonal skills

Problem-solving

Presentation skills

Team collaboration

Education

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

Relevant certifications (CFA, CFP, CPA, JD, MBA)

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 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.

About the Role

We are seeking a results‑driven Wealth Advisor to join our growing team. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world‑class offering across wealth planning, wealth transfer, traditional and alternative investments. You will play a central role in expanding our client base, driving revenue growth, and representing our brand in the market. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client‑first environment.

Key Responsibilities

Business Development & Client Acquisition

• Proactively identify, prospect, and acquire new high‑net‑worth and ultra‑high‑net‑worth clients through networking, referrals, centers of influence, and community engagement.
• Build and execute a personal business development plan to exceed sales targets and growth objectives.
• Represent the firm at industry events, conferences, and client seminars to expand visibility and brand presence.
• Partner with internal marketing, product, and investment teams to create tailored client acquisition strategies.

Client Relationship Management

• Serve as a trusted advisor to clients by understanding their unique goals, values, and legacy.
• Develop integrated wealth management solutions collaborating with key firm specialists and partners.
• Conduct regular portfolio reviews, market updates, and strategic planning sessions to deepen relationships.
• Deliver an exceptional client experience by ensuring proactive communication, service, responsiveness, and value‑added insights.
• Lead client meetings, managing all aspects of the client relationship experience with internal and external teams.

Advisory & Strategy

• Collaborate with specialists to deliver holistic, customized wealth strategies and solutions – planning, investments, wealth transfer, family office services and tax optimization.
• 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.
• Stay current on market trends, products, and regulatory changes to provide informed advice and anticipate client needs.
• Leverage data, analytics, and marketing tools to track pipeline activity, client engagement, and conversion metrics.

Qualifications

• Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
• Minimum 8‑10 years of experience advising high‑net‑worth clients, building relationships, and delivering comprehensive advice and solutions.
• Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
• Exceptional interpersonal, communication, and presentation skills.
• Strong analytical and problem‑solving skills, ability to influence and partner across teams to drive outcomes.
• Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.).
• Bachelor’s degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
• Strong growth mindset with a focus on winning and retaining clients.
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

What We Offer

• Competitive compensation with a strong performance‑based incentive structure.
• Access to a full platform of world‑class investment, planning, and advisory solutions to serve clients comprehensively.
• Collaborative team environment with significant focus and commitment to professional development and career growth opportunities.
• Unique partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth.
• Be a part of Corient’s exciting growth ambition to be the leading global ultra‑high‑net‑worth wealth manager.
• 401(k) Plan with employer matching.
• Four medical plan options that are 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.
• Giving back to the community & volunteer days.

Competencies

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

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.

EEO Statement

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.