Corient
Wealth Advisor
Newport Beach, CA
No sponsorshipDetected 30 days ago
Business DevelopmentCommunicationCollaborationProblem SolvingCFA
About the role
- We are seeking a results-driven Wealth Advisor to join our growing team.
- You will play a central role in expanding our client base, driving revenue growth, and representing our brand in the market.
- The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment.
Responsibilities
- Build and execute a personal business development plan to exceed sales targets and growth objectives.
- Partner with internal marketing, product, and investment teams to create tailored client acquisition strategies.
- Develop integrated wealth management solutions collaborating with key firm specialists and partners
- Deliver an exceptional client experience by ensuring proactive communication, service, responsiveness, and value-added insights
- Collaborate with specialists to deliver holistic, customized wealth strategies and solutions - planning, investments, wealth transfer, family office services and tax optimization
- Unique Partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth
Requirements
- Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
- Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions
- Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
- Lead client meetings, managing all aspects of the client relationship experience with internal and external teams
- This position may require the ability to lift up to 15 pounds.
- Must be 18 years of age or older.
- Must be willing to submit to a background investigation
Nice to have
- Bachelor's degree in Finance, Economics, or a related field
- advanced degree or MBA preferred
Skills
- Leverage data, analytics, and marketing tools to track pipeline activity, client engagement, and conversion metrics
- Exceptional interpersonal, communication, and presentation skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Compensation
- Competitive compensation with a strong performance-based incentive structure
Benefits
- Employer paid Dental, Vision & Life and AD&D Insurance
- Paid Maternity & Parental Leave
- Flexible Spending Accounts & Health Savings Accounts
Company info
- Be a part of Corient's exciting growth ambition to be the leading global ultra high net worth wealth manager
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.