Wealth Advisor

CI Financial•Charlotte, NC

1d•Onsite

About The Position

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.

Requirements

Bachelor's degree in Finance, Economics, or a related field.
Proven experience in Wealth Management or similar role.
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.
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.
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.

Nice To Haves

CFP, CFA, preferred.

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.