wealth management consultant

Accenture

<div><p>No industry can escape digital's disruption, especially not Wealth Management. Today&rsquo;s clients expect a whole new kind of experience that&rsquo;s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence&mdash;and many won&rsquo;t go at it alone.</p><p></p><p>
That&rsquo;s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.</p><p></p><p><b>
Accenture Consulting: Your Unique Place in our Global Collective</b></p><p>
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients&rsquo; organizations so that no matter how complex the business challenge, we face the future with confidence.</p><p></p><p>
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You&rsquo;ll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you&rsquo;ll do so much more than consult.
</p><p></p><p>Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn&rsquo;t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives.</p><p><br>
</p><p><b>Key responsibilities of the Wealth Management Consultant may include:</b></p><ul><li>
Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.</li><li>
Understanding the strategic direction set by senior management as it relates to team goals</li><li>
Ability to manage dynamic technology consulting projects with heavy client engagement</li><li>
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.</li><li>
Participating in workshops with key client stakeholders to document process/data flows and associated technology applications</li><li>
Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace</li><li>
Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking</li><li>
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives</li><li>
Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients</li><li>
Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.</li></ul></div><p></p>
<br>
<div><p>Here's what you need:</p><ul><li>
2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)</li><li>
Bachelor's degree</li></ul><p></p><p>
Bonus Points:</p><ul><li>
Experience in Private Markets, Distribution and/or Wealth Technology &amp; Platform Strategy is preferred</li><li>
Capable of working independently with limited oversight</li><li>
Strong communication skills and attention to detail</li><li>
Previous management consulting and business analysis experience a plus</li><li>
Entrepreneurial, independent, and highly motivated individual</li><li>
CPA and/or MBA a plus**</li><li>
Demonstrated teamwork and collaboration in a professional setting; either military or civilian</li></ul><p></p><p><br>
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.<br>
We anticipate this job posting will be posted until 05/02/2026.</p><p>
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:</p><p></p><p>
U.S. Employee Benefits | Accenture</p><p></p><p>
Role Location Annual Salary Range</p><p>
California $70,350 to $205,800</p><p>
Cleveland $59,100 to $164,600</p><p>
Colorado $63,800 to $177,800</p><p>
District of Columbia $68,000 to $189,300</p><p>
Illinois $59,100 to $177,800</p><p>
Maryland $63,800 to $177,800</p><p>
Massachusetts $63,800 to $189,300</p><p>
Minnesota $63,800 to $177,800</p><p>
New York $66,300 to $205,800</p><p>
New Jersey $68,000 to $205,800</p><p>
Washington $80,200 to $189,300</p><p></p><p><b>
Requesting an Accommodation</b></p><p>
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.</p><p>
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter.</p><p></p><p><b><br>
Equal Employment Opportunity Statement</b></p><p>
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.</p><p>
For details, view a copy of the Accenture Equal Opportunity Statement</p><p>
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.</p><p>
Accenture is committed to providing veteran employment opportunities to our service men and women.</p><p></p><p><b><br>
Other Employment Statements</b></p><p>
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.</p><p>
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.</p><p>
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.</p><p>
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.</p><p>
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.</p><p>
Please read Accenture&rsquo;s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.</p></div>

Wealth Management Consultant

Logic, Inc.

<div><div>Mgmt Consulting Team Lead/Consultant | Mid-Level | Full time
</div><div>Job No. R00319568 | Multiple Locations</div></div>
<br><div><div><p>No industry can escape digital's disruption, especially not Wealth Management. Today&rsquo;s clients expect a whole new kind of experience that&rsquo;s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence&mdash;and many won&rsquo;t go at it alone.</p><p></p><p>
That&rsquo;s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.</p><p></p><p><b>
Accenture Consulting: Your Unique Place in our Global Collective</b></p><p>
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients&rsquo; organizations so that no matter how complex the business challenge, we face the future with confidence.</p><p></p><p>
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You&rsquo;ll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you&rsquo;ll do so much more than consult.
</p><p></p><p>Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn&rsquo;t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives.</p><p><br>
</p><p><b>Key responsibilities of the Wealth Management Consultant may include:</b></p><ul><li>
Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.</li><li>
Understanding the strategic direction set by senior management as it relates to team goals</li><li>
Ability to manage dynamic technology consulting projects with heavy client engagement</li><li>
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.</li><li>
Participating in workshops with key client stakeholders to document process/data flows and associated technology applications</li><li>
Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace</li><li>
Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking</li><li>
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives</li><li>
Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients</li><li>
Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.</li></ul></div></div><p></p>
<br><div><p>Here's what you need:</p>
<ul><li>
2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)</li><li>
Bachelor's degree</li></ul>
<p></p>
<p>Bonus Points:</p>
<ul><li>
Experience in Private Markets, Distribution and/or Wealth Technology &amp; Platform Strategy is preferred</li><li>
Capable of working independently with limited oversight</li><li>
Strong communication skills and attention to detail</li><li>
Previous management consulting and business analysis experience a plus</li><li>
Entrepreneurial, independent, and highly motivated individual</li><li>
CPA and/or MBA a plus**</li><li>
Demonstrated teamwork and collaboration in a professional setting; either military or civilian</li></ul><br>
<p></p>
<p>
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.<br>
We anticipate this job posting will be posted until 05/02/2026.</p>
<p>
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:</p>
<p></p>
<p></p><p>U.S. Employee Benefits | Accenture</p>
<p></p>
<p></p><p>Role Location Annual Salary Range</p>
<p>
California $70,350 to $205,800</p>
<p>
Cleveland $59,100 to $164,600</p>
<p>
Colorado $63,800 to $177,800</p>
<p>
District of Columbia $68,000 to $189,300</p>
<p>
Illinois $59,100 to $177,800</p>
<p>
Maryland $63,800 to $177,800</p>
<p>
Massachusetts $63,800 to $189,300</p>
<p>
Minnesota $63,800 to $177,800</p>
<p>
New York $66,300 to $205,800</p>
<p>
New Jersey $68,000 to $205,800</p>
<p>
Washington $80,200 to $189,300</p></div><p></p>
<br><div><p>New York City, NY</p><p>
Albany, NY</p><p>
Arlington, VA</p><p>
Atlanta, GA</p><p>
Austin, TX</p><p>
Beaverton, OR</p><p>
Bentonville, AR</p><p>
Boston, MA</p><p>
Carmel, IN</p><p>
Charlotte, NC</p><p>
Chicago, IL</p><p>
Cincinnati, OH</p><p>
Cleveland, OH</p><p>
Columbus, OH</p><p>
Culver City, CA</p><p>
Denver, CO</p><p>
Des Moines, IA</p><p>
Detroit, MI</p><p>
Hartford, CT</p><p>
Houston, TX</p><p>
Irving, TX</p><p>
Kirkland, WA</p><p>
Miami, FL</p><p>
Milwaukee, WI</p><p>
Minneapolis, MN</p><p>
Morristown, NJ</p><p>
Mountain View, CA</p><p>
Nashville, TN</p><p>
Oklahoma City, OK</p><p>
Overland Park, KS</p><p>
Philadelphia, PA</p><p>
Pittsburgh, PA</p><p>
Raleigh, NC</p><p>
Redmond, WA</p><p>
Sacramento, CA</p><p>
San Diego, CA</p><p>
San Francisco, CA</p><p>
Scottsdale, AZ</p><p>
Seattle, WA</p><p>
St. Louis, MO</p><p>
St. Petersburg, FL</p><p>
Walnut Creek, CA</p></div>
<br><div><p><b>Requesting an Accommodation</b></p>
<p>
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.</p>
<p>
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter.</p><br>
<p></p>
<p><b>
Equal Employment Opportunity Statement</b></p>
<p>
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.</p><br>
<p></p>
<p>
Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.</p>
<p>
Accenture is committed to providing veteran employment opportunities to our service men and women.</p><br>
<p></p>
<p><b>
Other Employment Statements</b></p>
<p>
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.</p>
<p>
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.</p>
<p>
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.<br>
<br>
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.</p>
<p>
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please for additional important information.</p>
<p>
Please read Accenture&rsquo;s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.</p></div>
<br><div><p>We work with one shared purpose: to deliver on the promise of technology and human ingenuity. Every day, more than 775,000 of us help our stakeholders continuously reinvent. Together, we drive positive change and deliver value to our clients, partners, shareholders, communities, and each other.</p>
<p>
We believe that delivering value requires innovation, and innovation thrives in an inclusive and diverse environment. We actively foster a workplace free from bias, where everyone feels a sense of belonging and is respected and empowered to do their best work.</p>
<p>
At Accenture, we see well-being holistically, supporting our people&rsquo;s physical, mental, and financial health. We also provide opportunities to keep skills relevant through certifications, learning, and diverse work experiences. We&rsquo;re proud to be consistently recognized as one of the World&rsquo;s Best Workplaces&trade;.</p>
<p>
Join Accenture to work at the heart of change. Visit us at www.accenture.com.</p></div>

Baird

<p></p><div><div><div><div><div><div><p>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.</p><p></p>
<ul><div><b>Milwaukee</b><b>, </b><b>WI</b><b>
</b></div><div></div><div><b>Wealth Solutions Group</b><b>
</b></div><div></div><div><b>R2026365
</b></div><div></div><div><b>Hybrid</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b></p><p>
The Institutional Consultant is a client-facing role that provides investment advice to institutional clients, predominantly endowments, foundations and Native American and Alaska Native communities on the determination of investment objectives, establishment of investment policy, selection of investment managers, and the monitoring of portfolios.</p><p>
Responsible for cultivating new/existing relationships with institutional clients with investable assets of $50M or more and proactively helps to resolve issues and concerns. Conducts quarterly/annual portfolio performance reviews and responds to client&rsquo;s ad hoc requests. Provides support on products and services and directs consulting projects.</p><p>
Position is open nationwide, preferably out of Milwaukee or Chicago and must be near a Baird branch.</p><p><b>
The Impact You&rsquo;ll Make:</b></p><ul><li>
Present (in person or virtually) regular updates on capital markets and investment performance to executive-level committees and other stakeholders.</li><li>
Lead and support Investment Policy Statement (IPS) development, review, and ongoing governance, including establishing objectives, risk parameters, asset allocation guidelines, performance benchmarks, rebalancing policies, and roles and responsibilities consistent with fiduciary best practices.</li><li>
Advise investment committees on fiduciary governance matters, including policy adherence, committee structure, conflicts of interest, monitoring frameworks, and best practices for oversight and decision‑making.</li><li>
Present and respond to investment committees throughout the RFP process including articulating investment philosophy, process, governance capabilities, and differentiators.</li><li>
Be responsible for construction of portfolio recommendations and evaluate client portfolios focusing on generating optimal risk/return characteristics, investment strategies and their impact for large and jumbo market clients.</li><li>
Independently assist institutional clients with market and stock research.</li><li>
Coordinate the resolution of complex issues/concerns received from the institutional client.</li><li>
Develop relevant offerings leveraging existing internal capabilities.
</li><li>Present at events to highlight Baird&rsquo;s capabilities.</li><li>
Develop and maintain a thorough understanding of the firm&rsquo;s wealth management solutions and resources.</li><li>
Become uniquely adept at telling the Baird story in the community/with clients.</li><li>
Proactively identify and pursue new client relationship to grow and maintain a strong client base.</li><li>
Demonstrate deep expertise across foundations, endowments, pension funds, and nonprofit institutions, including an understanding of their unique objectives, constraints, and governance considerations.</li><li>
Coordinate and assist in the creation and reconciliation of quarterly reporting packages.
</li><li>Create RFP responses and board packages.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b></p><ul><li>
Minimum 10 years&rsquo; experience in investment consulting or related field.</li><li>
CFA designation required or actively pursuing CFA or relevant experience coupled with related industry credentials.</li><li>
Ability to confidently present to senior level executive and committee members.
</li><li>Series 7, 66.</li><li>
Additional product licenses may be required.</li><li>
Strong technical analysis skills and past manager analysis experience.</li><li>
Proficient in Microsoft Excel, Word, Powerpoint and Adobe Acrobat.</li><li>
Preferred experience with Morningstar Direct and other Market Data software applications.</li><li>
Ability to translate the impact of macro economic events on client portfolios.</li><li>
Financial industry and product knowledge.</li><li>
Knowledge of applicable compliance rules and regulations.</li><li>
Proficient in applicable software applications.</li><li>
Ability to interact and communicate effectively with colleagues and clients.</li><li>
Excellent written and verbal communication skills.</li><li>
Evidence of strong leadership skills or previous supervisory experience.</li><li>
Must be willing to travel.
</li><li>Experience in developing, reviewing and recommending improvements to investment policy statements.</li><li>
Knowledgeable of investment committee best practices and governance structures.
</li></ul><div><div>#LI-CM1</div></div></div></div></div></div></div></div><p></p>

Institutional Consultant

Corient

<div>
 <p>
  <strong>
   Description
  </strong>
 </p>
 <p>
  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.
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are seeking a highly motivated, experienced, and client-focused Wealth Advisor to join our growing team. This position will play a pivotal role in delivering comprehensive financial planning and investment management services to high net worth and ultra-high net worth individuals and families. The ideal candidate is a strategic thinker, a strong communicator, and a trusted fiduciary who thrives in a collaborative, client-first environment. This position will report to a Managing Partner.
  <strong>
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   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.
  </li>
  <li>
   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.
  </li>
  <li>
   Coordinate and lead the delivery of Corient&rsquo;s full spectrum of client solutions&mdash;including investment management, financial planning, tax strategy, family office services, wealth transfer, and trustee support&mdash;to ensure a seamless and holistic client experience.
  </li>
  <li>
   Through a robust discovery process, identify and prioritize key client investment and wealth planning needs and objectives. With the client&rsquo;s input, determine short and long-term deliverables and develop a plan to accomplish them.
  </li>
  <li>
   Contribute to business development efforts by cultivating client referral sources, building centers of influence and participating in thought leadership.
  </li>
  <li>
   Mentor and support Associate Wealth Advisors and Associate Wealth Planners.
  </li>
  <li>
   Stay current on finance markets, tax laws, and planning strategies to provide informed advice.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications &amp; Requirements
  </strong>
 </p>
 <ul>
  <li>
   Bachelor's degree in Finance, Economics, or a related field; advanced degree or MBA preferred.
  </li>
  <li>
   8+ years of proven experience in Wealth Management or similar role; experience with high net worth and ultra-high net worth clients required.
  </li>
  <li>
   CFP, CFA, CPA, JD, or MBA required.
  </li>
  <li>
   Proven track record of managing client relationships and delivering comprehensive advice.
  </li>
  <li>
   Strong growth mindset with a focus on winning and retaining clients.
  </li>
  <li>
   Excellent interpersonal, communication, and presentation skills.
  </li>
  <li>
   Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Competencies
  </strong>
 </p>
 <ul>
  <li>
   Strong analytical and problem-solving skills
  </li>
  <li>
   Communicate effectively, both orally and in writing
  </li>
  <li>
   High emotional intelligence and situational awareness
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Pay Information
  </strong>
  This position is exempt and is paid according to the laws of the State of California. The pay range for this position is
  <strong>
   $125,000 to $175,000 per year.
  </strong>
  We are required to provide a reasonable estimate of the compensation range for this role.
  <em>
   This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
  </em>
  <em>
   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.
  </em>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Physical Requirements
  </strong>
  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.
 </p>
 <ul>
  <li>
   This position may require the ability to lift up to 15 pounds.
  </li>
  <li>
   This position is required to work onsite 4 days per week.
  </li>
  <li>
   <strong>
    U.S. Eligibility Requirements
   </strong>
   Must be 18 years of age or older.
  </li>
  <li>
   Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  </li>
  <li>
   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.
  </li>
  <li>
   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.
  </li>
  <li>
   Must be willing to execute Corient&rsquo;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.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What You can Expect from Us
  </strong>
  Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
 </p>
 <ul>
  <li>
   401(k) Plan with Employer Matching
  </li>
  <li>
   Four Medical Plan options that is generously subsidized by Corient
  </li>
  <li>
   Employer paid Dental, Vision &amp; Life and AD&amp;D Insurance
  </li>
  <li>
   Employer paid Short-term &amp; Long-term Disability
  </li>
  <li>
   Paid Maternity &amp; Parental Leave
  </li>
  <li>
   Flexible Spending Accounts &amp; Health Savings Accounts
  </li>
  <li>
   Dependent Care FSA
  </li>
  <li>
   Commuter &amp; Transit FSA
  </li>
  <li>
   Corporate Discount Program - Perkspot
  </li>
  <li>
   Training Reimbursement
  </li>
  <li>
   Paid Professional Designations
  </li>
  <li>
   Giving back to the community - Volunteer days
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  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.
 </p>
</div>


Wealth Advisor

Dubai Properties

<p><b>Wealth Manager</b> &ndash; <b>English Speakers (US/UK/AUS/NZ)]</b></p><p><b>Location:</b> UAE<br/><b>Employment Type:</b> Full-time | Permanent<br/><b>Joining:</b> Immediate</p><p>About the Role</p><p>We are looking for a confident, articulate, and professional <b>Wealth Manager</b> to join our growing team in the UAE.</p><p>This position is ideal for candidates with strong communication skills and a polished speaking style who can confidently engage with <b>International clients</b>. The role focuses on client engagement, lead management, and guiding prospects through wealth advisory and investment solutions<b>.</b></p><p>Candidates with <b>US/UK/AUS/NZ people</b> are highly preferred due to the international client base.</p><p>What We Offer</p><ul><li>Attractive and competitive salary package</li><li>Monthly <b>performance-based incentives</b></li><li><b>Daily qualified leads</b> provided</li><li>Exposure to a <b>diverse international clientele</b></li><li>Supportive and professional work environment</li><li>Clear career growth opportunities</li></ul><p>Key Responsibilities</p><ul><li>Conduct professional consultations with clients via <b>phone, email, Zoom, and online platforms</b></li><li>Manage <b>150&ndash;250 daily client interactions</b> while maintaining high-quality service standards</li><li>Identify new leads, schedule meetings, and follow up with potential clients</li><li>Provide clear <b>wealth advisory and investment guidance</b> to local and international clients</li><li>Promote company marketing campaigns, services, and events</li><li>Maintain accurate <b>Daily Sales Reports (DSR)</b></li><li>Understand client requirements and recommend suitable investment opportunities</li><li>Achieve performance targets and contribute to business growth</li></ul><p>Required Qualifications &amp; Skills</p><ul><li>Minimum <b>6 months experience</b> in <b>Roadshows, Real Estate, Sales, or Client Relationship roles</b></li><li>Strong <b>communication, presentation, and client relationship skills</b></li><li>Experience managing <b>high-volume client interactions</b> is an advantage</li><li>Ability to confidently communicate with <b>international clients</b></li><li>Graduate or undergraduate candidates with strong sales aptitude are welcome</li><li>Must currently be <b>based in the UAE</b> and available for <b>immediate joining</b></li></ul><p>Language Requirement</p><ul><li><b>English &ndash; Fluent (US/UK/AUS/NZ accent preferred)</b></li></ul><p><b>Apply by sending your CV to:</b> assistant.hr@fpproperty.com</p><p>Job Types: Full-time, Permanent</p><p>Pay: AED5,000.00 - AED6,000.00 per month</p>

Wealth Manager – English Speakers (US/UK/AUS/NZ)

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><div><div><p><b>
Wealth Planner</b>
</p></div><div><p>Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.
</p></div><div><p>The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come.
</p></div><div><p><b>The Expertise We&rsquo;re Looking For</b>
</p></div><div><ul><li><p>Bachelor&rsquo;s Degree highly preferred
</p></li></ul></div><div><ul><li><p>CFP highly preferred
</p></li></ul></div><div><ul><li><p>FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
</p></li></ul></div><div></div><div><ul><li><p>Required: 5+ years industry experience in financial services or a related field, 10+ years preferred.
</p></li></ul></div><div><ul><li><p>Required: 3-5 years of financial planning experience, 5+ years preferred
</p></li></ul></div><div><ul><li><p>Proven track record of high client happiness and dedication (e.g. high NPS, retention, etc.) Proven track record of financial planning engagements and implementing solutions (e.g. financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)
</p></li></ul></div><div><p><b>The Purpose of Your Role</b>
</p></div><div><p>As a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and deeper long term relationships. The Wealth Planner will do this by providing a personalized and dedicated relationship and financial planning that is integrated with investment management to our valued clients.
</p></div><div><p><b>The Skills You Bring</b>
</p></div><div><ul><li><p>Demonstrated and extraordinary EQ skills with the ability to build trust and relationships with clients and their families
</p></li></ul></div><div><ul><li><p>Experience with and/or knowledge of behavioral economics and family psychology
</p></li></ul></div><div><ul><li><p>Consistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including both discretionary and non-discretionary investment management)
</p></li></ul></div><div><ul><li><p>Deep experience in effectively executing and integrated the key elements of the wealth planning process including Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family Assistance
</p></li></ul></div><div><ul><li><p>Demonstrated experience guiding and encouraging implementation of financial plans into appropriate solutions based on client goals
</p></li></ul></div><div><ul><li><p>Established knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, characteristics of world markets, and full range of investment products (including solutions like equity and fixed income portfolios and separately handled accounts)
</p></li></ul></div></div><div><div><ul><li><p>Experience communicating factors impacting the markets and the ability to present regular investment updates to clients and associates.
</p></li></ul></div><div><ul><li><p>Successful sales history in the fiduciary planning and asset management business and confirmed ability to handle and thrive in a high volume business and challenging priority environment
</p></li></ul></div><div><ul><li><p>Ambitious spirit and the ability to work collaboratively across an organization to achieve results
</p></li></ul></div><div><ul><li><p>Tech savvy, embraces and integrates technology to run a planning practice
</p></li></ul></div><div><ul><li><p>Excellent team member and leadership skills
</p></li></ul></div><div></div><div><p>Note: Fidelity will not provide immigration sponsorship for this position.
</p></div><div></div><div><p><b>The Value You Deliver</b>
</p></div><div><p>You are helping families grow, manage, and protect their assets by:
</p></div><div><ul><li><p>Serving as the primary trusted adviser, counselor, and coach to clients with significant wealth and complexity
</p></li></ul></div><div><ul><li><p>Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs
</p></li></ul></div><div><ul><li><p>Using sophisticated planning software to build, analyze, and deliver personalized plans for clients
</p></li></ul></div><div><ul><li><p>Guiding and implementing financial plans into the appropriate solutions based on client goals
</p></li></ul></div><div><ul><li><p>Building a Relationship Based Practice: fostering deep, trusted, and long-term relationships across generations to help families dedicatedly navigate situations and decisions related to life stages and wealth transfer
</p></li></ul></div><div><ul><li><p>Driving loyalty, share of wallet, and referrals from existing customers
</p></li></ul></div><div><ul><li><p>Collaborating with peers and demonstrating teamwork through standard methodology sharing that helps foster a culture of planning
</p></li></ul></div><div><p><b>How Your Work Impacts the Organization</b>
</p></div><div><p>As a Wealth Planner, your passion, expertise, and commitment to long-standing relationships and personalized financial planning will attract, serve, and retain clients that are looking for more personalize and dedicated financial planning.
</p></div></div><div></div>The base salary range for this position is $115,000 - $200,000 per year.
<p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.</p><p>
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.<br>
</p><p><br>
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.</p><p>
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p><p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Certified Financial Planner &reg; / CFP-&reg; - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales</div>

Vice President, Wealth Planner - Fort Collins, CO

StashAway

<div>
 <strong>
  About Job
 </strong>
 <p>
 </p>
 <p>
  <span>
   StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC&rsquo;s World&rsquo;s Top Fintech Companies in 2023 and 2024.
  </span>
 </p>
 <p>
 </p>
 <p>
  <span>
   We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.
  </span>
 </p>
 <p>
 </p>
 <strong>
  Responsibilities
 </strong>
 <ul>
  <li>
   <p>
    <span>
     Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Deliver seminars on a variety of financial and market topics to nurture current and prospective clients
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form
    </span>
   </p>
  </li>
 </ul>
 <strong>
  Projects They Might Work On:
 </strong>
 <ul>
  <li>
   <p>
    <span>
     Establishing a Financial Wellness Program where you are required to
    </span>
    <span>
     proactively reach out to companies to deliver educational sessions.
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Organizing client facing events
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Revamping our client engagement model
    </span>
   </p>
  </li>
 </ul>
 <strong>
  Accountabilities of the role:
 </strong>
 <ul>
  <li>
   <p>
    <span>
     Driving existing HNW / Premium client AUM
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Proactively identifying and onboarding new clients
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Hands-on and build long-term client relationships
    </span>
   </p>
  </li>
 </ul>
 <p>
 </p>
 <strong>
  Benefits
 </strong>
 <p>
 </p>
 <p>
  <span>
   <strong>
    Employee financial and physical well-being
   </strong>
  </span>
 </p>
 <ul>
  <li>
   <p>
    <span>
     Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.
    </span>
   </p>
  </li>
 </ul>
 <p>
  <span>
   <strong>
    Flexible work arrangements and policies
   </strong>
  </span>
 </p>
 <ul>
  <li>
   <p>
    <span>
     Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Personal work equipment budget: It&rsquo;s important that you have a workstation that&rsquo;s optimal for you wherever you are.
    </span>
   </p>
  </li>
 </ul>
 <p>
  <span>
   <strong>
    Learning and development opportunities
   </strong>
  </span>
 </p>
 <ul>
  <li>
   <p>
    <span>
     Annual L&amp;D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.
    </span>
   </p>
  </li>
 </ul>
 <p>
  <span>
   <strong>
    Team bonding budget and initiatives
   </strong>
  </span>
 </p>
 <ul>
  <li>
   <p>
    <span>
     Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.
    </span>
   </p>
  </li>
  <li>
   <p>
    <span>
     Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.
    </span>
   </p>
  </li>
 </ul>
</div>


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Wealth Manager – English Speakers (US/UK/AUS/NZ)

Vice President, Wealth Planner - Fort Collins, CO

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