Wealth Advisor

Corient

Boston, MA, US
Not specified; not specified; generously subsidize...
Onsite
Strong background in investments
Client discovery and planning process
Lead team of subject matter experts
The role involves leading a team of subject matter experts to deliver exceptional value-added services to high- and ultra-high-net-worth families

Job Summary

  • The role involves leading a team of subject matter experts to deliver exceptional value-added services to high- and ultra-high-net-worth families.
  • Candidates will be responsible for managing the full scope of Corient's solutions including tax, family office, and trustee services.
  • The company offers comprehensive benefits including employer-matched 401(k), subsidized medical plans, and paid parental leave.

Matching Summary

The role involves leading a team of subject matter experts to deliver exceptional value-added services to high- and ultra-high-net-worth families.

Salary

Not specified; Not specified; Generously subsidized medical plans; Employer matched 401(k); Paid parental leave

Skills & Requirements

Must-have

  • Strong background in investments
  • Client discovery and planning process
  • Lead team of subject matter experts
  • Coordinate tax and wealth transfer services
  • Proactive client communication and referrals

Nice-to-have

  • Collaborative team player with proactive approach
  • Excellent communication abilities
  • Attention to detail and problem-solving
  • Ethical and professional behavior

Key Requirements

  • Bachelor's degree in finance or Economics
  • CFP, CFA, CPA, JD, or MBA required
  • Proven experience in Wealth Management
  • Proficiency in financial analysis tools and Excel
  • Unrestricted work authorization in the United States

Work Rights

Must have unrestricted work authorization to work in the United States

Tailored Resume

Cover Letter