Wealth Advisor - UHNW Planning & Client Growth

Corient Services LLC; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Parental Leave

Job summary

Corient is seeking a seasoned Wealth Advisor-to-be to partner with Wealth Advisors and deliver integrated planning solutions for high-net-worth clients in a collaborative team. You will prepare and present financial planning analyses, coordinate client meetings, and help grow the business by deepening existing relationships and attracting new clients.

The role emphasizes mentoring, ongoing professional development, and exposure to a broad platform of planning, investment, tax, and estate

Qualifications

• Bachelor’s degree required.
• CFP®, CFA®, CPA, JD, or MBA required.
• Strong understanding of wealth management, financial planning, investment management, and client relationship management.
• Experience preparing and presenting financial planning recommendations to affluent clients.
• Excellent written and verbal communication skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Partner with Wealth Advisors to deliver comprehensive advice and planning solutions to high-net-worth and ultra-high-net-worth clients.
• Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service.
• Prepare and present financial planning analyses, including: Net worth analysis, Cash flow and retirement planning, Tax projections and planning strategies, Equity compensation and stock option planning, Estate and wealth transfer planning, Insurance analysis, Education funding strategies, Charitable and philanthropic planning, Investment and asset allocation recommendations.
• Support client meetings by preparing materials, documenting key discussions, and coordinating follow-up actions.
• Develop increasingly independent responsibility for client planning engagements and relationship management.
• Collaborate closely with investment professionals, planners, tax specialists, and other internal stakeholders to deliver integrated advice.
• Build and maintain professional relationships with centers of influence, including attorneys, accountants, and other trusted advisors.
• Mentor junior team members and contribute to a collaborative, growth-oriented culture.
• Support business development initiatives and assist in identifying opportunities to deepen existing client relationships and attract new clients.

Skills

Wealth management

Financial planning

Client relationships

Communication

Problem-solving

Analytical thinking

Education

Bachelor's degree

CFP®, CFA®, CPA, JD, or MBA

Tools

Salesforce

Financial planning software

Microsoft Office

DocuSign

Job description

Corient is seeking a seasoned Wealth Advisor-to-be to partner with Wealth Advisors and deliver integrated planning solutions for high-net-worth clients in a collaborative team. You will prepare and present financial planning analyses, coordinate client meetings, and help grow the business by deepening existing relationships and attracting new clients.

The role emphasizes mentoring, ongoing professional development, and exposure to a broad platform of planning, investment, tax, and estate