Wealth Advisor

Corient Services LLC; San Francisco (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Medical, dental, vision & life insurance

Paid maternity & parental leave

Job summary

Corient Services LLC is seeking a Wealth Advisor in San Francisco to drive client acquisition and deliver comprehensive wealth management solutions. The ideal candidate will have 8-10 years in financial services and a strong network for client development.

Responsibilities include developing tailored client strategies and leading meetings to enhance client relationships. The position offers a competitive compensation package and extensive development opportunities in a collaborative environment.

Qualifications

• 8-10 years of experience advising high-net-worth clients.
• Proven track record in business development and client acquisition.
• Strong network of professional centers of influence.

Responsibilities

• Identify and acquire new high-net-worth clients through networking.
• Develop integrated wealth management solutions with firm specialists.
• Conduct portfolio reviews, market updates, and strategic planning.

Skills

Business development

Client relationship management

Communication skills

Analytical skills

Interpersonal skills

Education

Bachelor's degree in Finance, Economics or related field

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

Job description

Corient is a leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth and legacy through comprehensive financial solutions. 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.

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.
• Benefits: 401(k) plan with employer matching, four medical plan options, dental, vision & life insurance, AD&D, 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.

Physical Requirements

• Work in an office environment, including prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.

Eligibility Requirements

• Age 18 years or older.
• Unrestricted work authorization to work in the United States; willingness to submit to background investigation.
• U.S. citizenship or permanent residency unless short‑term, temporary, or security‑eligible).
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement.

Equal Opportunity Employer

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.