Wealth Advisor for High-Net-Worth Families

Corient; San Antonio (TX); Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

401(k) Plan with Employer Matching

Medical Plans

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

FSAs & HSA

Commuter Benefits

Training Reimbursement

Professional Designations

Volunteer days

Résumé du poste

Corient is seeking a financially savvy professional to join its wealth management team in the United States. You will collaborate with lead advisors to deliver tailored financial reports, strategic planning, and proactive client service across assigned families.

The role requires a bachelor’s in Finance/Economics (or related field) plus credentials (CFP/CFA/CPA/JD/MBA) and strong analytical, communication, and ethical standards. On-site presence is expected.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field required.
• Proven experience in Wealth Management or similar role.
• CFP, CFA, CPA, JD, or MBA required.
• Proficiency in financial analysis tools and advanced Excel.
• Strong analytical mindset with attention to detail and problem-solving abilities.
• Collaborative team player with a proactive approach to work.
• Demonstrated ethical and professional behavior adhering to regulations.

Responsabilités

• Collaborate with lead advisors to manage client service experience and oversee tasks.
• Prepare tailored financial reports and analyses for clients; create presentation materials.
• Participate in pre-meeting prep, document discussions, and follow up on actions.
• Provide value-added service, advice, and deliverables to client families.
• Offer strategic consulting and comprehensive financial planning support.
• Manage client service experience and team; coordinate tasks and review deliverables.

Connaissances

Analytical mindset

Attention to detail

Problem-solving

Communication

Team player

Proactive

Ethical conduct

Formation

Bachelor's degree in Finance/Economics or related field

CFP

CFA

CPA

JD

MBA

Outils

Excel (advanced)

Financial analysis tools

Description du poste

Corient is seeking a financially savvy professional to join its wealth management team in the United States. You will collaborate with lead advisors to deliver tailored financial reports, strategic planning, and proactive client service across assigned families.

The role requires a bachelor’s in Finance/Economics (or related field) plus credentials (CFP/CFA/CPA/JD/MBA) and strong analytical, communication, and ethical standards. On-site presence is expected.