Apply on Employer Site

Corient · 2 days ago

Wealth Advisor

San Antonio, TX

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Corient is a rapidly growing wealth management platform that serves ultra-high and high-net-worth individuals and families. They are seeking a results-driven Wealth Advisor to build client relationships, generate new business, and deliver comprehensive wealth solutions, playing a key role in expanding their client base and driving revenue growth.

AdviceConsultingWealth Management

No H1B

U.S. Citizen Only

Responsibilities

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

Qualification

Business DevelopmentClient AcquisitionWealth ManagementFinancial Services ExperienceRelevant CertificationsAnalytical SkillsInterpersonal SkillsCommunication SkillsPresentation SkillsProblem Solving