Wealth Advisor - San Diego - Corient Careers

    Corient Careers
    Corient Careers San Diego

    1 week ago

    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 Corient's full spectrum of client solutions-including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support-to 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 client's 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
    • Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
    • 8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
    • CFP, CFA, CPA, JD, or MBA required.
    • Proven track record of managing client relationships and delivering comprehensive advice.
    • Strong growth mindset with a focus on winning and retaining clients.
    • Excellent interpersonal, communication, and presentation skills.
    • Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
    Competencies
    • Strong analytical and problem-solving skills
    • Communicate effectively, both orally and in writing
    • High emotional intelligence and situational awareness
    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.
    • This position may require the ability to lift up to 15 pounds.
    • This position is required to work onsite 4 days per week.
    U.S. Eligibility Requirements
    • Must be 18 years of age or older.
    • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
    • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
    • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
    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:
    • 401(k) Plan with Employer Matching
    • Four Medical Plan options that is generously subsidized by Corient
    • Employer paid Dental, Vision & Life and AD&D Insurance
    • Employer paid Short-term & Long-term Disability
    • Paid Maternity & Parental Leave
    • Flexible Spending Accounts & Health Savings Accounts
    • Dependent Care FSA
    • Commuter & Transit FSA
    • Corporate Discount Program - Perkspot
    • Training Reimbursement
    • Paid Professional Designations
    • Giving back to the community - Volunteer days
    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.

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