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Associate Wealth Planner

CorientHouston, Texas, United StatesOnsite
This job is no longer open

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.ESSENTIAL FUNCTIONS


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


  • Seeks to learn and develop skills


  • Research and Input data related to financial projections and investment analysis 


  • Supports client service teams to ensure client experience exceeds expectations


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


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


  • Attends networking events and begins to build relationships in the community


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


  • Typically, 0-3 years’ experience

SUCCESS METRICS



  • Basic financial planning and investment principles


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


  • Experience with custodian interaction


  • Communicate effectively, both orally and in writing


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


  • High standards of professionalism and confidentiality


  • Follow through on requests and communicates delays

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:


  • 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 

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. 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.

This job is no longer open

Life at Corient

Headquartered in Newport Beach, California, Corient Capital Partners is a privately owned, independent wealth management firm that focuses exclusively on a select number of ultra-affluent individuals, their families and their companies. We offer customized investment strategies and dedicated attention to clients who seek to create an enduring legacy through the alignment of their financial strategies and their values. We are committed to providing sophisticated, customized investment solutions, the advice you need to confidently make important financial decisions, and the personal attention that your lifestyle deserves. Being an independent firm creates substantial benefits for Corient's clients. Since we are employee-owned, we are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. We have access to a full array of investment offerings from all financial services providers with complete objectivity and transparency. Corient's senior partners have the experience and knowledge to help you sustain your lifestyle through the innovative but prudent management of your assets and liabilities, with the ultimate goal of building and preserving your legacy. We utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.
Thrive Here & What We Value* Flexible & Hybrid Work Program* Four Medical Plan options generously subsidized by Corient* Giving back to the community - Volunteer days* CI Financial's commitment to a safe, healthy, and respectful environment* Equal opportunity employer with no discrimination based on various factors* Values ambition and empowers growth* Meritocratic environment conducive to learning* Commitment to work-life balance* Provides reasonable compensation range estimate* CI's focus on attracting, retaining, and developing exceptional people
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