Teams at Corient

Supports wealth management professionals by preparing client presentation materials, financial projections, net worth statements, cash flow reports, budgets, and planning summaries. Reviews and analyzes client information related to retirement, taxes, insurance, estate planning, gifting, and education. Assists with customized planning templates, financial research, document management, and departmental initiatives while maintaining confidentiality and providing professional client service.

The Wealth Advisor will build client relationships, acquire new high-net-worth clients, and provide tailored wealth management solutions, ensuring exceptional service and communication.