Associate Wealth Planner

Join a team that values your ambition and empowers your growth

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  Basic level knowledge of financial planning, investment, and client relationship skills

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  Seeks to learn and develop skills

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  Research and Input data related to financial projections and investment analysis 

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  Supports client service teams to ensure client experience exceeds expectations

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  Works to develop the essential communication, technical and social skills to support the client relationships

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  Works under close supervision and guidance with narrowly defined limits of authority

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  Attends networking events and begins to build relationships in the community

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  Bachelors' degree in related field and working towards obtaining CFP credentials 

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  Typically, 0-3 years’ experience

SUCCESS METRICS

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  Basic financial planning and investment principles

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  Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

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  Experience with custodian interaction

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  Communicate effectively, both orally and in writing

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  Strong attention to detail with a high degree of accuracy and consistency

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  High standards of professionalism and confidentiality

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  Follow through on requests and communicates delays

Physical Requirements

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  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.
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  This position may require the ability to lift up to 15 pounds.
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  This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

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  Must be 18 years of age or older.
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  Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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  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.
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  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.
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  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

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  Flexible & Hybrid Work Program 
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  401(k) Plan with Employer Matching 
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  Four Medical Plan options that is generously subsidized by Corient
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  Employer paid Dental, Vision & Life and AD&D Insurance 
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  Employer paid Short-term & Long-term Disability  
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  Paid Maternity & Parental Leave 
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  Flexible Spending Accounts & Health Savings Accounts
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  Dependent Care FSA 
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  Commuter & Transit FSA 
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  Corporate Discount Program - Perkspot 
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  Training Reimbursement  
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  Paid Professional Designations  
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  Giving back to the community - Volunteer days