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

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

    1 week ago

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    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.
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