Wealth Advisor

CI Financial•San Diego, CA

1d•$125,000 - $175,000•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. 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 are seeking a highly motivated, experienced, and client-focused Wealth Advisor to join our growing team. This position will play a pivotal role in delivering comprehensive financial planning and investment management services to high net worth and ultra-high net worth individuals and families. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment. This position will report to a Managing Partner.

Requirements

Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
CFP, CFA, CPA, JD, or MBA required.
Proven track record of managing client relationships and delivering comprehensive advice.
Strong growth mindset with a focus on winning and retaining clients.
Excellent interpersonal, communication, and presentation skills.
Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
Strong analytical and problem-solving skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
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.
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.
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.

Responsibilities

Serve as primary advisor and relationship manager on key client relationships providing wealth management and investment advice to ultra-high net worth and high net worth clients.
Lead client meetings, ensuring a high level of service and proactive communication by managing all aspects of the client relationship experience with both internal and external teams.
Coordinate and lead the delivery of Corient’s full spectrum of client solutions—including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support—to ensure a seamless and holistic client experience.
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.
Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
Stay current on finance markets, tax laws, and planning strategies to provide informed advice.