Associate Wealth Planner

Join a team that values your ambition and empowers your growthAt 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.OverviewThe Associate Wealth Planner works in a client-focused, team-centered environment assisting the advisory team with all aspects of financial planning and analysis for the firm’s clients. As an Associate Wealth Planner, you will be expected to assist on many of the planning-focused projects and analyses for the firm’s clients.This position will report to Partner, Wealth Advisor.ResponsibilitiesCollect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.Prepare charts, graphs, tables, balance sheets, and other visual aids to be used in meetings with clients.Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include:Tax planningInsurance recommendationsCharitable giftingCollege planningIdentify, track and follow-up on client service needs and make recommendations on solutions to issues.Research investment portfolio recommendations for prospects and clients.Collaborate with senior team members to develop basic to intermediate financial plans that align with clients’ objectives.Conduct investment asset class research.Compile, enter, and monitor CRM data and workflows related to client financial planning requests.Help prepare agendas, meeting materials, client correspondences, and analysis for client and prospect meetings.Support the Wealth Planning & Wealth Advisory Teams.Qualifications & Requirements0 to 2 years of wealth management industry experience – RIA (Registered Investment Advisor) preferred.Bachelor’s degree in Financial Planning, Finance, Accounting, or Business Administration.Basic understanding of tax, investments, and estate planning.Developing project management and presentation skills.Developing professional business acumen and communication skills.Learning planning software such as Holistiplan, Money Guide Pro, Morningstar, etc.Pay InformationThis position is non-exempt and is paid according to the laws of the State of California. The pay range for this position is $65,800-$106,000 USD per year.Physical RequirementsThis 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.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 RequirementsMust 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.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.Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.What You Can Expect from UsOur dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:Flexible & Hybrid Work Program401(k) Plan with Employer MatchingFour Medical Plan options that is generously subsidized by CorientEmployer paid Dental, Vision & Life and AD&D InsuranceEmployer paid Short-term & Long-term DisabilityPaid Maternity & Parental LeaveFlexible Spending Accounts & Health Savings AccountsDependent Care FSACommuter & Transit FSATraining ReimbursementPaid Professional DesignationsGiving back to the community – Volunteer daysCorient 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 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.

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