Wealth Advisor

Corient

San Diego, CA, United States
Base: $125,000 to $175,000 py; bonus/equity: not s...
Onsite
Client relationship management
Financial planning services
Investment management advice
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations

Job Summary

  • At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations.
  • This position will play a pivotal role in delivering comprehensive financial planning and investment management services to high net worth and ultra-high net worth individuals and families.
  • Corient offers a comprehensive benefits package including a 401(k) Plan with Employer Matching, generously subsidized medical plans, and employer-paid dental, vision, life, and disability insurance.

Matching Summary

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations.

Salary

Base: $125,000 to $175,000 per year; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning services
  • Investment management advice
  • Serve ultra-high net worth clients
  • Lead client meetings
  • Deliver holistic client experience

Nice-to-have

  • Strategic thinker
  • Strong communicator
  • Trusted fiduciary
  • Collaborative environment
  • Growth mindset

Key Requirements

  • 8+ years of experience
  • CFP, CFA, CPA, JD, or MBA required
  • Experience with high net worth clients
  • Bachelor's degree in Finance or related field

Work Rights

Unrestricted work authorization

Tailored Resume

Cover Letter