Associate Wealth Planner
About The Position
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. Overview: Associate Wealth Planners are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Associate Wealth Planners play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills.
Requirements
- Basic level knowledge of financial planning, investment, and client relationship skills
- Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
- Experience with custodian interaction
- Communicate effectively, both orally and in writing
- Strong attention to detail with a high degree of accuracy and consistency
- High standards of professionalism and confidentiality
- Bachelors' degree in related field and working towards obtaining CFP credentials
- Typically, 0-3 years’ experience
Responsibilities
- Research and Input data related to financial projections and investment analysis
- Support client service teams to ensure client experience exceeds expectations
- Work to develop the essential communication, technical and social skills to support the client relationships
- Work under close supervision and guidance with narrowly defined limits of authority
- Attend networking events and begins to build relationships in the community
- Seek to learn and develop skills
- Follow through on requests and communicate delays
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
