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Wealth Advisor at Corient Services LLC

Setup
Hybrid
Location
Newport Beach, California
Type
Full-time
Level
senior
Posted

Description

Corient is hiring a Wealth Advisor to build trusted relationships with high-net-worth and ultra-high-net-worth clients, acquire new business, and deliver integrated wealth planning, investment, wealth transfer, family office, and tax solutions. The role requires at least 8–10 years of experience advising high-net-worth clients, strong business development and client acquisition skills, relevant certifications or designations, and a bachelor's degree in finance, economics, or a related field. The position is onsite four days per week and offers performance-based compensation, medical, dental, vision, retirement, and other benefits.

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