Wealth Planner

CI Financial•New York, NY

2d•$80,300 - $120,000•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

3-5 years of wealth management experience, preferably in the ultra-high net worth market
Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration
CFP® designation preferred
Strong understanding of tax, investments, and estate planning
Strong investment research skills
Proficient project management and presentation skills
Professional business acumen and enhanced communication skills
Solid understanding of eMoney for planning software
Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
Detail-oriented with excellent analytical and organization skills
Communicate effectively, both orally and in writing
High emotional intelligence and situational awareness
A proactive approach to work, with the ability to take ownership of projects and see them through to completion
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.

Nice To Haves

CFP® designation preferred

Responsibilities

Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.
Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients.
Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include: Tax planning Estate planning Insurance recommendations Charitable gifting College planning
Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.
Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items.
Prepare and review investment portfolio recommendations for prospects and clients.
Collaborate with senior team members to develop comprehensive financial plans that align with clients’ objectives.
Conduct investment asset class research.
Compile, enter, and monitor CRM workflows related to client financial planning requests.
Support the Wealth Planning Team.