Wealth Planner

CI Financial•San Francisco, CA

1d•Onsite

About The Position

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.

Requirements

Bachelors' degree in related field
CFP® certification required
3-5 years’ experience
Strong 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
A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Responsibilities

Develop and expand knowledge of financial planning, investment strategies, financial markets, and client service through hands-on experience and collaboration with planning teams and lead advisors.
Observe and learn advanced planning techniques to support long-term professional growth.
Gather, review, and analyze client financial data to support the development of comprehensive financial plans and strategies.
Independently complete straightforward financial planning analyses and projects with accuracy and attention to detail.
Provide meaningful insights and observations to Lead Advisors to inform planning decisions and enhance client relationships.
Prepare materials and documentation for client meetings, ensuring accuracy and relevance.
Participate in client meetings, document action items, and coordinate timely execution of follow-up tasks in partnership with Associate Wealth Advisors and/or Wealth Advisors.
Learn and effectively use financial planning software to update and revise plans and reports based on advisor feedback.
Utilize internal systems and technology platforms (e.g., Salesforce) to maintain accurate client records and ensure coordination across advisory and client service teams.
Support ongoing portfolio monitoring and account maintenance, proactively identifying and addressing action items.
Work with asset custodians to accurately complete and manage related paperwork and administrative tasks.
Collaborate with advisory and client service teams to ensure all client deliverables are met efficiently and effectively.
Understand and apply the firm’s wealth management philosophy, planning process, and service standards.
Leverage internal and external resources to enhance client service and planning outcomes.
Attend industry and community networking events to begin building relationships with Centers of Influence (COIs) and professional peers.
Contribute to the development of new client proposals through research, analysis, and presentation support.