Wealth Advisor (San Francisco)

Description

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 focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. 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.

We are seeking a highly motivated, experienced, and client-focused Wealth Advisor to join our growing team. This position will play a pivotal role in delivering comprehensive financial planning and investment management services to high net worth and ultra-high net worth individuals and families. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment. This position will report to a Managing Partner.

Responsibilities

• Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
• 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.
• Coordinate and lead the delivery of Corients full spectrum of client solutionsincluding investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee supportto 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 clients 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.
• Stay current on finance markets, tax laws, and planning strategies to provide informed advice.

Qualifications & Requirements

Competencies

Pay Information This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $125,000 to $175,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. 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.

Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

What You can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through :

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.