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    Wealth Advisor - Orlando, United States - Corient Private Wealth LLC.

    Corient Private Wealth LLC.
    Corient Private Wealth LLC. Orlando, United States

    1 week ago

    Default job background
    Description
    Join a team that values your ambition and empowers your growth

    At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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 Wealth Advisor to join our team Wealth Advisors work with high-net-worth clients and advise them in all areas of their financial lives.

    Wealth Advisors work with other key members in wealth advisory to prepare Wealth Plans and Financial Updates including, Net Worth Statements, Cash Flow and Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Charitable Planning, etc.

    Wealth Advisors should have strong relationship management and communication skills and be focused on marketing in new clients to the firm.

    Join a team that values your ambition and empowers your growth

    At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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 Wealth Advisor to join our team Wealth Advisors work with high-net-worth clients and advise them in all areas of their financial lives.

    Wealth Advisors work with other key members in wealth advisory to prepare Wealth Plans and Financial Updates including, Net Worth Statements, Cash Flow and Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Charitable Planning, etc.

    Wealth Advisors should have strong relationship management and communication skills and be focused on marketing in new clients to the firm.

    Roles & Responsibilities
    Develop Wealth Plan strategy for clients and lead client meetings
    Manage the client relationship
    Transition from secondary advisor to primary advisor over time
    Coordinate with internal and external teams members on follow-up items from the planning meetings
    Develop team members
    Progressively leading more diverse client relationships independently (AUM, complexity, client type, etc.)
    Leverages Corient resources and solutions
    Grow client base by networking and generating leads and referrals
    Arrange and participate in prospect meetings
    Capable of sourcing and closing business independently

    Independent Revenue Managed:
    $150K-$750K+

    Business Development:
    $25K Annualized new revenue
    Required Knowledge, Skills, and Abilities
    CFP, CFA, CPA, JD, or MBA required
    Typically, 6-10 years' experience
    Advanced capability of wealth and financial planning processes
    Demonstrated ability for team development
    Strong relationship development and management skills
    Business development abilities
    Robust analytical and problem-solving skills
    Communicate effectively, both orally and in writing
    High emotional intelligence and situational awareness
    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.

    About Us


    At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience.

    As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.

    #J-18808-Ljbffr
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