Wealth Planner
Wealth Planner
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Salary Not Disclosed
1 Vacancy
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.
Responsibilities
- Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
- Completes financial plans investment reports tax and estate analysis as requested
- Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
- Data and information gathering
- Brings forth observations to Lead Advisors regarding clients
- Limited oversight on simple projects and plans
- Observing and learning complex planning
- Attends networking events and begins to build relationships in the community and with COI peers
Qualifications & Requirements
- Bachelors degree
- CFP certification required
- Minimum of 2-3 years experience
- Proficiency in Microsoft Office especially Excel
- Strong integrity and ability to maintain confidentiality.
- Excellent team player with strong communication skills
- Detail-oriented with excellent analytical and organizational abilities.
- A proactive approach to work with the ability to take ownership of projects and see them through to completion.
Competencies
- Financial planning and investment principles including processes and procedures
- Technology: Salesforce Portfolio Accounting Software DocuSign Microsoft Suite Planning & Investment Software
- Proficiency with back-office process and custodians
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.
Physical Requirements
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.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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.
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.
Must be willing to execute Corients Employee Agreement or Confidentiality and Non-Disclosure Agreement which require among other things post-employment obligations relating to non-solicitation confidentiality and non-disclosure.
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting empowering and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts& Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Corporate Discount Program - Perkspot
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors capabilities and solutions to create a profoundly different wealth experience. As fiduciaries we put our clients at the center of everything we do. We focus on exceeding expectations simplifying lives and establishing lasting legacies.
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.
Employment Type
Full-Time
