2 Wealth Planner Jobs in Seattle, WA
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Corient is Hiring a Wealth Planner Near Seattle, WA
Join a team that values your ambition and empowers your growthAt 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.
Responsibilities
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Responsibilities
- In conjunction with the Wealth Advisor, the Wealth Planner is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team.
- Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets.
- Be familiar with the core competencies of financial planning – cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and what role they play within a client’s long-term financial plan.
- Understand firm's wealth management process.
- Demonstrate ability to gather appropriate data and client information for plan development.
- Become an expert with financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients.
- Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio.
- Provide meaningful support in development of analysis for new client proposals.
- Support ongoing portfolio monitoring and account maintenance and proactively identify action items.
- Provide prompt follow-up to client meetings when applicable, completing action items with direction from the Wealth Advisor.
- Effectively utilize Salesforce to ensure client information is up-to-date and coordinated among client service team.
- Demonstrate ability to support advisors by completing Salesforce tasks and processes effectively and efficiently.
- Act as back-up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews.
- Understand and effectively utilize internal and external resources.
- Bachelor's degree from an accredited institution
- CFP® certification required
- Must be highly flexible and keep confidential all client and firm matters
- Strong analytical mindset, attention to detail, and problem-solving abilities
- Collaborative team player with a proactive approach to work
- Experience with MGP, eMoney, Holistiplan, Salesforce a plus
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
- Able to work independently
- Enjoy being part of a team
- Above average knowledge of Microsoft Excel and Word
- This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
- This position may require the ability to lift up to 15 pounds.
- This position is required to work onsite 4 days per week.
- Must be 18 years of age or older.
- Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
- Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
- Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
- 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.
- Flexible & Hybrid Work Program
- 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
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Job Summary
JOB TYPE
Full Time
SALARY
$75k-100k (estimate)
POST DATE
06/27/2024
EXPIRATION DATE
07/25/2024
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The job skills required for Wealth Planner include Analysis, Planning, Problem Solving, Financial Planning, Commitment, Customer Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Planner. Select any job title you are interested in and start to search job requirements.
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The following is the career advancement route for Wealth Planner positions, which can be used as a reference in future career path planning. As a Wealth Planner, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planner. You can explore the career advancement for a Wealth Planner below and select your interested title to get hiring information.
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