Wealth Advisor

CI Financial•Boston, MA

23h•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. We're in search of a dynamic and experienced Wealth Advisor with a strong background in investments to join our team. This role will involve both leadership responsibilities and collaboration, catering to clients with varying levels of complexity. This position will report to the Managing Partner of our Boston office.

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.

Responsibilities

Coordinate and drive the delivery of Corient’s broad investment, planning and wealth management services and resources to benefit our clients.
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.
Manage the client service experience and liaise with investment management and wealth planning colleagues, service teams and external providers.
Lead team of subject matter experts in various wealth management disciplines to deliver exceptional value-added services, advice, and deliverables to client families.
Coordinate the delivery of the full scope of Corient’s solutions to our clients, including tax, family office, wealth transfer, and trustee services.
Serve as clients’ primary relationship manager for Corient, including proactive and regular communication.
Cultivate client referral sources and centers of influence, and develop new business opportunities on ongoing basis.