CI Financial
Description
At Corient, we help ultra-high/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.
Our experienced team of wealth advisors has knowledge and access to the full spectrum of world class offerings including planning, investing, lending and money management disciplines.
Our unique partnership model fosters professional collaboration and a relentless focus on excellence, designed to deliver a differentiated client experience.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
About the Role
We are seeking a results-driven Wealth Advisor to join our growing team. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments. You will play a central role in expanding our client base, driving revenue growth, and representing our brand in the market.
The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment.
Key Responsibilities
Business Development & Client Acquisition
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. Client Relationship Management
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 Advisory & Strategy
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 Qualifications
Proven track record in business development and client acquisition in financial services, private banking, or wealth management. Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels. Exceptional interpersonal, communication, and presentation skills Strong analytical and problem solving skills, ability to influence and partner across teams to drive outcomes Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.) Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred Strong growth mindset with a focus on winning and retaining clients Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards What We Offer
Competitive compensation with a strong performance-based incentive structure Access to a full platform of world class investment, planning, and advisory solutions to serve clients comprehensively Collaborative team environment with significant focus and commitment to professional development and career growth opportunities Unique Partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth Be a part of Corient’s exciting growth ambition to be the leading global ultra high net worth wealth manager
Competencies
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements
Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. 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. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. 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. What You can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Our experienced team of wealth advisors has knowledge and access to the full spectrum of world class offerings including planning, investing, lending and money management disciplines.
Our unique partnership model fosters professional collaboration and a relentless focus on excellence, designed to deliver a differentiated client experience.
If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
About the Role
We are seeking a results-driven Wealth Advisor to join our growing team. This role is ideal for an ambitious professional who thrives on building trusted client relationships, generating new business, and delivering holistic wealth solutions supported by a world class offering across wealth planning, wealth transfer, traditional and alternative investments. You will play a central role in expanding our client base, driving revenue growth, and representing our brand in the market.
The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment.
Key Responsibilities
Business Development & Client Acquisition
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. Client Relationship Management
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 Advisory & Strategy
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 Qualifications
Proven track record in business development and client acquisition in financial services, private banking, or wealth management. Minimum 8-10 years of experience advising high-net-worth clients, building relationships and delivering comprehensive advice and solutions Strong network of professional centers of influence (lawyers, accountants, business owners, etc.) and ability to cultivate new referral channels. Exceptional interpersonal, communication, and presentation skills Strong analytical and problem solving skills, ability to influence and partner across teams to drive outcomes Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.) Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred Strong growth mindset with a focus on winning and retaining clients Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards What We Offer
Competitive compensation with a strong performance-based incentive structure Access to a full platform of world class investment, planning, and advisory solutions to serve clients comprehensively Collaborative team environment with significant focus and commitment to professional development and career growth opportunities Unique Partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth Be a part of Corient’s exciting growth ambition to be the leading global ultra high net worth wealth manager
Competencies
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements
Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. 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. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. 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. What You can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid Maternity & Parental Leave Flexible Spending Accounts & Health Savings Accounts Dependent Care FSA Commuter & Transit FSA Corporate Discount Program - Perkspot Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.