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UHNW Wealth Advisor & Strategic Legacy Planner
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-13
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
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.
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