JobMesh

Wealth Advisor

Corient · Morristown, Tennessee, US

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full li...

Job description

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-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. If you want to work for a company that values your contributions and supports your growth, we would like to meet you. Location: Morristown, NJ: Overview: 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 ad...