Corient Private Wealth LLC
Associate Wealth Strategist
Corient Private Wealth LLC, San Diego, California, United States, 92189
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.
Responsibilities
Drive the wealth planning process, which includes designing, analyzing, and presenting customized plans tailored to each client's unique circumstances.Analyze planning opportunities to discuss with clients and clients' advisors. Areas of emphasis include:Financial Independence and Cash Flow analysisEstate and Wealth Transfer planningEducation planningTax planningInsurance needs analysisCollege savingsSocial Security planning and optimizationExecutive compensation planning
Deliver planning advice to clients in a clear and understandable manner. Responsibilities will include meeting preparation, complex financial plan construction, meeting follow-up and minimal high level client service needs.Begin to develop a specialty or niche within financial planning such as tax planning, insurance needs, or estate planning.Mentor and coach less experienced wealth planners.Qualifications & Requirements
Possess:4 - 7 years of wealth management industry experienceCertified Financial Planner (CFP®), or equivalent,designation requiredBachelor's degree
Proficient in Microsoft Office suite (Word, Excel, PowerPoint).Proficiency with financial planning, Social Security analysis, and tax projection software; Expertise in MoneyGuidePro, eMoney, Holistiplan, or Vanilla is a plus.Professional, personable, tactful, efficient, and self-motivated.Strong interpersonal skills and sense of teamwork valued.Experience presenting to clients.Strong organizational skills, multitasking, accuracy, service-mindedness, and meticulous adherence to details required.Strong written and verbal communications skills.Competencies listing for Job Family
Analytical/Critical ThinkingBusiness AcumenCommunicationComplex Problem SolvingDeveloping OthersManaging OthersServiceThis 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 Cailfornia. The pay range for this position is $90,000-115,000 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.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 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 FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving 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.
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
Drive the wealth planning process, which includes designing, analyzing, and presenting customized plans tailored to each client's unique circumstances.Analyze planning opportunities to discuss with clients and clients' advisors. Areas of emphasis include:Financial Independence and Cash Flow analysisEstate and Wealth Transfer planningEducation planningTax planningInsurance needs analysisCollege savingsSocial Security planning and optimizationExecutive compensation planning
Deliver planning advice to clients in a clear and understandable manner. Responsibilities will include meeting preparation, complex financial plan construction, meeting follow-up and minimal high level client service needs.Begin to develop a specialty or niche within financial planning such as tax planning, insurance needs, or estate planning.Mentor and coach less experienced wealth planners.Qualifications & Requirements
Possess:4 - 7 years of wealth management industry experienceCertified Financial Planner (CFP®), or equivalent,designation requiredBachelor's degree
Proficient in Microsoft Office suite (Word, Excel, PowerPoint).Proficiency with financial planning, Social Security analysis, and tax projection software; Expertise in MoneyGuidePro, eMoney, Holistiplan, or Vanilla is a plus.Professional, personable, tactful, efficient, and self-motivated.Strong interpersonal skills and sense of teamwork valued.Experience presenting to clients.Strong organizational skills, multitasking, accuracy, service-mindedness, and meticulous adherence to details required.Strong written and verbal communications skills.Competencies listing for Job Family
Analytical/Critical ThinkingBusiness AcumenCommunicationComplex Problem SolvingDeveloping OthersManaging OthersServiceThis 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 Cailfornia. The pay range for this position is $90,000-115,000 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.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 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 FSACorporate Discount Program - PerkspotTraining ReimbursementPaid Professional DesignationsGiving 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.