Wealth Planner

Description

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.

Responsibilities 

• Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors 

• Completes financial plans, investment reports, tax and estate analysis as requested 

• Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor 

• Data and information gathering 

• Brings forth observations to Lead Advisors regarding clients 

• Limited oversight on simple projects and plans 

• Observing and learning complex planning 

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

Qualifications & Requirements

• Bachelor's degree 

• CFP® certification required 

• Minimum of 2-3 years’ experience 

• Proficiency in Microsoft Office, especially Excel 

• Strong integrity and ability to maintain confidentiality. 

• Excellent team player with strong communication skills 

• Detail-oriented with excellent analytical and organizational abilities. 

• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

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Competencies 

• Financial planning and investment principles, including processes and procedures 

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

• Proficiency with back-office process and custodians 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. 

Pay Information

This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $75,000-85,000 USD 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.
 
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 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.

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.