Wealth Planner

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.

Summary

This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services.

Responsibilities

• Executing and monitoring client portfolio investment activities

• Providing research and data gathering for team effort to produce and deliver comprehensive financial plans for financial management clients

• Financial planning assistance including the ability to generate and update client data as events occur for clients, budgeting, needs, preparation and presentation of client financial plans

• Assisting with the responding to client ad-hoc inquiries

• Assisting with financial reporting and preparation of client deliverables

• Review and follow up on operational items such as wires, journals, opening new accounts, charitable requests and other custodian specific forms

• Review quarterly, monthly and ad-hoc performance reports for accuracy, formatting, and timeliness. Ensure alternative investments are reflected accurately as well

• Monitor asset allocations and making sure they are aligned with client’s investment policy statement and overall goals and objectives

• Working with the team to develop, test and automate improvements to asset allocation and financial planning software

• Providing investment reporting on selected clients

• Delivering and/or supervising ongoing investment monitoring services including annual rebalancing reviews for financial planning clients

• Client meeting prep, presentation and follow up agenda items

• Working with and developing a rapport with client’s third party advisors such as T& E attorneys, CPAs and other investment advisors

What You’ll offer:

• Approximately 3 years related client service experience either at wirehouse, family office or boutique wealth management firm

• Hands-on trade execution experience (ETFs, mutual funds, equity & fixed income securities)

• Understanding of financial markets; ability to speak with clients about macro events and volatility; anticipate client calls and preparedness

• Notable experience interacting with clients, understanding their needs and being proactive with communication

• Financial planning experience working with a variety of clients, preferably in the high net worth market

• Understanding of estate planning documents, including Wills, Trusts, and other family entity structures

• Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team

• Superior analytical and problem-solving skills

• Effective interpersonal and communication skills

• Reliable organizational skills with a demonstrated ability to multi-task and prioritize client deliverables

• Bachelor’s degree in Accounting, Finance or Business Management

• Strong MS Office skills (Outlook, Word, Excel, PowerPoint)

We’d love to see:

• CFP or progress towards completion

• Addepar experience

• Salesforce experience

The pay range for this position is $80,000.00 – $120,000.00 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.

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.

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.
• 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.

What You Can Expect From Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 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

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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.