Wealth Planner

CI Financial • St. Petersburg, FL

20h • 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 in Finance, Accounting, Economics, or related field (Master’s or MBA preferred).
• CFP® (Certified Financial Planner) designation required.
• Minimum of 2-3 years’ experience in financial planning or wealth management.
• 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.

Nice To Haves

• Master’s or MBA preferred

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 Wealth Advisors regarding clients.
• Works independently with limited oversight on projects and plans.
• Increased understanding and ability for complex problem solving.
• Observing and learning complex planning.
• Stay current on financial planning trends, tax laws, and investment strategies.
• Support client relationship management and ensure a high level of service and responsiveness.
• Attends networking events and begins to build relationships in the community and with COI peers

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level