Wealth Advisor: Legacy & Growth for UHNW Families

Corient Services LLC; San Antonio (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Parental Leave

Job summary

Corient Services LLC is seeking a skilled wealth management professional to collaborate with lead advisors and manage a premier client service experience for high-net-worth families. You will prepare tailored financial analyses and communicate recommendations through well-crafted presentations.

Responsibilities include pre-meeting prep, documenting discussions, and following up on action items, while delivering strategic financial planning and business development support.

Qualifications

• 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.

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, 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.
• Leverage Corient resources and solutions.
• Capable of sourcing and closing business independently.

Skills

Financial analysis

Advanced Excel

Communication

Team collaboration

Education

Bachelor's degree in Finance or Economics

CFP / CFA / CPA / JD / MBA

Tools

Financial analysis software

Excel

Job description

Corient Services LLC is seeking a skilled wealth management professional to collaborate with lead advisors and manage a premier client service experience for high-net-worth families. You will prepare tailored financial analyses and communicate recommendations through well-crafted presentations.

Responsibilities include pre-meeting prep, documenting discussions, and following up on action items, while delivering strategic financial planning and business development support.