Corient
Wealth Advisor
Houston, TX
No sponsorshipDetected 30 days ago
Financial AnalysisExcelCommunicationProblem SolvingCFA
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
- Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success.
Responsibilities
- Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
- Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
- Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
- Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
- 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.
- Bachelor's degree in Finance, Economics, or a related field.
- CFP, CFA, CPA, JD, or MBA required.
- Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
- 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.
Skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Benefits
- Employer paid Dental, Vision & Life and AD&D Insurance
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
- Four Medical Plan options that is generously subsidized by Corient
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.