Wealth Advisor

Corient

Newport Beach, CA, United States
Onsite
High-net-worth client acquisition
Holistic wealth solutions
Client relationship management
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.
  • This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments.
  • Corient offers a competitive compensation with a strong performance-based incentive structure, access to a full platform of world class investment, planning, and advisory solutions, and a collaborative team environment with significant focus and commitment to professional development and career growth opportunities.

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.

Skills & Requirements

Must-have

  • high-net-worth client acquisition
  • holistic wealth solutions
  • client relationship management
  • business development plan
  • trusted fiduciary
  • collaborative environment

Nice-to-have

  • strategic thinker
  • client-first environment
  • ambitious professional
  • relentless focus on excellence
  • differentiated client experience

Key Requirements

  • 8-10 years advising HNW clients
  • Proven track record in business development
  • Strong network of professional COIs
  • Bachelor's degree in Finance or related
  • Relevant certifications/designations

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter