Base: $125,000-$200,000 usd py; bonus/equity: not ...
Onsite
Manage client service experience
Prepare financial reports and analyses
Provide strategic consulting 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, and provide for the people, causes and communities they care about
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, and provide for the people, causes and communities they care about.
We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
Corient is one of the fastest-growing wealth management platforms in the United States.
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, and provide for the people, causes and communities they care about.
Salary
Base: $125,000-$200,000 USD per year; Bonus/Equity: Not specified; Benefits: Not specified
Skills & Requirements
Must-have
Manage client service experience
Prepare financial reports and analyses
Provide strategic consulting advice
Source and close business independently
Financial analysis tools proficiency
Nice-to-have
Empowers your growth
Exceeding expectations
Establishing legacies
High emotional intelligence
Situational awareness
Key Requirements
Bachelor's degree in Finance, Economics, or related
Proven experience in Wealth Management
CFP or CFA required
Advanced Excel skills
Unrestricted work authorization to work in the United States