UHNW Wealth Advisor & Strategic Legacy Planner

Corient Services LLC

  • Newport Beach, CA
  • 2 days ago

    Highlights

    The successful candidate will proactively identify and acquire high-net-worth clients while developing tailored wealth management strategies. Corient Services LLC in Newport Beach is seeking a Wealth Advisor to empower clients through comprehensive financial solutions.

    Numbers & Facts

    LocationNewport Beach, CA

    Description

    Corient Services LLC in Newport Beach is seeking a Wealth Advisor to empower clients through comprehensive financial solutions. The successful candidate will proactively identify and acquire high-net-worth clients while developing tailored wealth management strategies.Ideal applicants have 8–10 years of experience in financial services, with strong interpersonal skills and a proven record in business development. The position offers competitive compensation and an extensive benefits package.#J-18808-Ljbffr

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