Corient
Wealth Advisor
Morristown, NJ
No sponsorship$125k-$150kDetected 30 days ago
Business DevelopmentCommunicationProblem SolvingCFA
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- As the nature of business demands change, so may the functions of this position.
- Additional duties and responsibilities may be assigned with or without notice.
Responsibilities
- Coordinate and lead the delivery of Corient's full spectrum of client solutions-including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support-to ensure a seamless and holistic client experience.
- Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client's input, determine short and long-term deliverables and develop a plan to accomplish them.
- Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
- Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
- Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
Requirements
- Must be 18 years of age or older.
- Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
- experience with high net worth and ultra-high net worth clients required.
- CFP, CFA, CPA, JD, or MBA required.
- 8+ years of proven experience in Wealth Management or similar role
- This position may require the ability to lift up to 15 pounds.
- Must have unrestricted work authorization to work in the United States.
- Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Nice to have
- advanced degree or MBA preferred.
- Bachelor's degree in Finance, Economics, or a related field
Skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Compensation
- The pay range for this position is $125,000 - $150,000 per year.
Benefits
- Four Medical Plan options that is generously subsidized by Corient
- Employer paid Dental, Vision & Life and AD&D Insurance
- Employer paid Short-term & Long-term Disability
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Dependent Care FSA
Company info
- Join a team that values your ambition and empowers your growth
- 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 are always looking for talented and motivated individuals to join our team.
- If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Visa & Work Authorization
- Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.