Wealth Advisor
Corient, Morristown, TN, United States
Location: Morristown, NJ
We are seeking a proactive and client-focused Wealth Planner to join our advisory team. This role is ideal for someone with a solid foundation in financial planning who is ready to take the next step in their career. You will work closely with senior advisors to develop and implement comprehensive financial plans and serve as a key point of contact for clients.
This position will report to a Partner, Wealth Advisor.
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.
Qualifications & 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 a 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.
Competencies
Strong analytical and problem‑solving skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
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 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 the 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.
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that are 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
This position is exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $125,000 – $150,000 per year.
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.
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We are seeking a proactive and client-focused Wealth Planner to join our advisory team. This role is ideal for someone with a solid foundation in financial planning who is ready to take the next step in their career. You will work closely with senior advisors to develop and implement comprehensive financial plans and serve as a key point of contact for clients.
This position will report to a Partner, Wealth Advisor.
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.
Qualifications & 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 a 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.
Competencies
Strong analytical and problem‑solving skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
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 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 the 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.
Benefits
401(k) Plan with Employer Matching
Four Medical Plan options that are 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
This position is exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $125,000 – $150,000 per year.
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.
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