What are the responsibilities and job description for the Associate Wealth Planner position at Corient?

This position is open to applicants who are able to start in January 2025 and July 2025.

The Opportunity

We are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team, initially reporting to Partner, Wealth Advisor. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We hope to hire truly great team players who have the potential to become partners in our organization in the future. We aspire to attract, retain, and develop truly exceptional people. Our meritocratic environment is highly conducive to learning. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.

Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor. Past Analyst / Associates have a compelling track record of gaining admission to top-tier business schools. Our commitment to work-life balance, we expect our analysts to work significantly fewer hours on average than analysts in investment banking or similar positions.

Responsibilities

Work closely with senior professionals to provide extraordinary client service
Interact with clients and service providers, including money managers and tax and legal advisors
Conduct complex financial analyses on a wide range of investment and financial planning topics
Prepare client financial statements and track investment performance
Manage workflow and prioritize projects
Assist in creating and assembling materials for client meetings
Ensure that client investment actions are carefully planned and executed

Qualifications & Requirements

Bachelor’s degree

Strong test scores and undergraduate grades

Interest in private wealth management or financial advisory services

Well-developed quantitative aptitude

Experience with Excel

Excellent oral and written communication skills

Mature, professional demeanor that builds trust with clients and teammates

Initiative and perseverance

Ability to work independently and function as part of a team

Strong attention to detail

Organizational skills to prioritize workflow and manage multiple projects

High degree of integrity and absolute respect for client confidentiality

Physical Requirements

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.

LI-Onsite

U.S. Eligibility Requirements

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.

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.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The base pay range for this position is $85,000-105,000 per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Salary : $85,000 - $105,000

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