Wealth Advisor

CI Financial•San Francisco, CA

1d•Onsite

About The Position

We are seeking a results-driven Wealth Advisor to join our growing team. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments. You will play a central role in expanding our client base, driving revenue growth, and representing our brand in the market. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment.

Requirements

Proven track record in business development and client acquisition in financial services, private banking, or wealth management.
Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions
Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels.
Exceptional interpersonal, communication, and presentation skills
Strong analytical and problem solving skills, ability to influence and partner across teams to drive outcomes
Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.)
Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred
Strong growth mindset with a focus on winning and retaining clients
Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards

Responsibilities

Business Development & Client Acquisition Proactively identify, prospect, and acquire new high-net-worth and ultra-high-net-worth clients through networking, referrals, centers of influence, and community engagement.
Build and execute a personal business development plan to exceed sales targets and growth objectives.
Represent the firm at industry events, conferences, and client seminars to expand visibility and brand presence.
Partner with internal marketing, product, and investment teams to create tailored client acquisition strategies.
Serve as a trusted advisor to clients by understanding their unique goals, values and legacy
Develop integrated wealth management solutions collaborating with key firm specialists and partners
Conduct regular portfolio reviews, market updates, and strategic planning sessions to deepen relationships
Deliver an exceptional client experience by ensuring proactive communication, service, responsiveness, and value-added insights
Lead client meetings, managing all aspects of the client relationship experience with internal and external teams
Collaborate with specialists to deliver holistic, customized wealth strategies and solutions – planning, investments, wealth transfer, family office services and tax optimization
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.
Stay current on market trends, products, and regulatory changes to provide informed advice and anticipate client needs
Leverage data, analytics, and marketing tools to track pipeline activity, client engagement, and conversion metrics

Benefits

Competitive compensation with a strong performance-based incentive structure
Access to a full platform of world class investment, planning, and advisory solutions to serve clients comprehensively
Collaborative team environment with significant focus and commitment to professional development and career growth opportunities
Unique Partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth
Be a part of Corient’s exciting growth ambition to be the leading global ultra high net worth wealth manager
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