Wealth Planner

CI Financial•Denver, CO

1d•$75,000 - $85,000•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

Bachelor's 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.
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
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

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