Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
Quick apply
0161 - Investment Advisor
Palm Springs, FL · On-site
$130K/yr
Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors) * CFP certification (or willingness to pursue if not yet obtained)
Corient information
What are the key skills and qualifications needed to thrive as a Financial Advisor at Corient, and why are they important?
To thrive as a Financial Advisor at Corient, you generally need a solid background in finance, investment management, and financial planning, often supported by a relevant degree and certifications like CFP or CFA. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, integrity, and the ability to communicate complex information clearly set top performers apart. These skills are crucial for building trust, effectively managing client portfolios, and helping clients achieve their financial goals.
What is a Corient and what does someone in this role do?
Corient is a wealth management firm that provides personalized financial planning and investment advisory services. Professionals at Corient, often called wealth advisors, work closely with clients to help them achieve their financial goals through tailored strategies involving investments, retirement planning, estate planning, and tax optimization. They focus on building long-term relationships and providing objective advice that aligns with each client's unique needs. Corient advisors may also coordinate with other financial professionals to ensure comprehensive service.
What types of clients and financial planning challenges will I encounter as a Corient advisor?
As a Corient advisor, you will work with a diverse client base, including high-net-worth individuals, families, and business owners, each with unique financial goals and complexities. Common challenges include developing customized investment strategies, managing multi-generational wealth, and providing holistic advice on tax, estate, and retirement planning. Collaboration with internal specialists—such as tax advisors and investment analysts—is frequent, fostering a team-oriented environment that supports both client needs and your professional development.
What cities near Jupiter, FL are hiring for Corient jobs? Cities near Jupiter, FL with the most Corient job openings:
$130K/yr
Full-time
Retirement
Re-posted 19 days ago
Job description
We're seeking an experienced Investment Adviser Representative (IAR) to drive business development and lead generation for a boutique Registered Investment Advisor (RIA) in Tampa. This is a client-first, relationship-driven position where you'll operate with significant independence while collaborating with a small, high-performing team of 9.You'll focus on building referral pipelines, leveraging your network, and developing Centers of Influence (COIs) to fuel sustainable growth. This is an ideal opportunity for an experienced advisor approaching retirement or in transition who wants a stable, meaningful role with strong earning potential.Key Responsibilities
- Generate new business through proactive outreach, networking, and relationship-building
- Leverage Schwab and Fidelity networks to identify and pursue qualified opportunities
- Build and maintain a strong referral pipeline with strategic partners
- Develop and nurture Centers of Influence (CPAs, attorneys, business owners, etc.)
- Provide advisory services and portfolio management to assigned clients
- Work independently while maintaining collaboration with the in-office team
- Contribute to a client-first culture focused on long-term relationships
Required QualificationsEducation:
- Bachelor's degree (required)
Professional Credentials & Experience:Candidates must meet one of the following:
- SAN eligible with 4+ years as a registered IAR, OR
- CFP in good standing for 3+ years
Additional Requirements:
- No disclosures on your public regulatory profile (BrokerCheck/IAPD)
- No non-compete agreements with Schwab or Fidelity (or willing to wait out 3-year restriction)
Preferred Qualifications
- Experience in an RIA environment (firms like Fisher Investments, Creative Planning, Corient, or Mariner Wealth Advisors)
- CFP certification (or willingness to pursue if not yet obtained)
- Approaching retirement or in a career transition seeking stability
- Comfortable and enthusiastic about in-person, relationship-based work
Compensation & Benefits
- Base Salary: $130,000
- Bonus Potential: Up to $150,000 (performance-based)
- Compensation Model: Transition over time from salary to fee-based revenue (roll-down structure)
Work Environment
- Location: Rocky Point, Tampa, FL
- Schedule: Hybrid - 3 days per week in-office; flexible remote arrangement for the remaining days
- Team Size: Small, collaborative office of approximately 9 people
- Culture: Client-first, independent-minded, relationship-focused
Why Join Us?
- Work with a boutique RIA focused on quality over volume
- Operate with high autonomy while supported by a collaborative team
- Leverage established networks (Schwab, Fidelity) for growth
- Competitive compensation with strong bonus upside
- Flexible hybrid arrangement with meaningful in-person connection
- Ideal for advisors seeking stability and purpose in their next chapter