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    Wealth Advisor - Houston, United States - Corient Private Wealth LLC

    Corient Private Wealth LLC
    Corient Private Wealth LLC Houston, United States

    2 weeks 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.

    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.


    JOB TITLE:
    Wealth Advisor


    JOB FAMILY:
    Wealth Advisory


    REPORTS TO:
    Partner, Wealth Advisor


    STATUS:
    Exempt


    GENERAL POSITION DESCRIPTION
    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.


    ESSENTIAL FUNCTIONS
    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
    CFP, CFA, CPA, JD, or MBA required
    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:
    $300K-500K

    Business Development:
    $25K Annualized new revenue
    Typically, 6-10 years' experience


    SUCCESS METRICS
    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

    Note:

    The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job.

    They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will require revision.

    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.

    #J-18808-Ljbffr
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