Wealth Advisor

Wealth Advisor page is loaded## Wealth Advisor locations:
Houston, TXtime type:
Full time posted on:
Posted 6 Days Agojob requisition :
JR3835
** Join a team that values your ambition and empowers your growth
** 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.
** Responsibilities
* ** Collaborate with lead advisors to manage the client service experience, oversee task lists and deliverables, and liaise with service teams and external providers.
* Prepare tailored financial reports and analyses for clients, creating presentation materials to effectively communicate recommendations.
* Participate in pre-meeting preparations, document discussions during meetings, and follow up on action items.
* Provide exceptional value-added service, advice, and deliverables to assigned client families.
* Offer strategic consulting advice, set goals, and provide comprehensive financial planning support.
* Manage the client service experience and team, coordinate tasks, review deliverables, and spearhead special projects.
* Leverages Corient resources and solutions.
* Capable of sourcing and closing business independently.
** Qualifications & Requirements
*** Bachelor's degree in Finance, Economics, or a related field.
* Proven experience in Wealth Management or similar role.
* CFP, CFA, CPA, JD, or MBA required.
* Proficiency in financial analysis tools, advanced Excel skills, and excellent communication abilities.
* Strong analytical mindset, attention to detail, and problem-solving abilities.
* Collaborative team player with a proactive approach to work.
* 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
** 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…