Corient Private Wealth LLC
Associate Wealth Planner
Corient Private Wealth LLC, Menlo Park, California, United States, 94029
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.
This position is open to applicants who are able to start in January 2025 and July 2025.
The Opportunity
We are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team, initially reporting to Partner, Wealth Advisor. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We hope to hire truly great team players who have the potential to become partners in our organization in the future. We aspire to attract, retain, and develop truly exceptional people. Our meritocratic environment is highly conducive to learning. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.
Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor. Past Analyst/Associates have a compelling track record of gaining admission to top-tier business schools. Our commitment to work-life balance, we expect our analysts to work significantly fewer hours on average than analysts in investment banking or similar positions.
ResponsibilitiesWork closely with senior professionals to provide extraordinary client serviceInteract with clients and service providers, including money managers and tax and legal advisorsConduct complex financial analyses on a wide range of investment and financial planning topicsPrepare client financial statements and track investment performanceManage workflow and prioritize projectsAssist in creating and assembling materials for client meetingsEnsure that client investment actions are carefully planned and executedQualifications & Requirements
Bachelor's degreeStrong test scores and undergraduate gradesInterest in private wealth management or financial advisory servicesWell-developed quantitative aptitudeExperience with ExcelExcellent oral and written communication skillsMature, professional demeanor that builds trust with clients and teammatesInitiative and perseveranceAbility to work independently and function as part of a teamStrong attention to detailOrganizational skills to prioritize workflow and manage multiple projectsHigh degree of integrity and absolute respect for client confidentialityPhysical Requirements
Prolonged periods of sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at times.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.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.Pay Information
This position is exempt and is paid according to the laws of the State of California. The base pay range for this position is $85,000-105,000 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.
This position is open to applicants who are able to start in January 2025 and July 2025.
The Opportunity
We are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team, initially reporting to Partner, Wealth Advisor. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We hope to hire truly great team players who have the potential to become partners in our organization in the future. We aspire to attract, retain, and develop truly exceptional people. Our meritocratic environment is highly conducive to learning. We grow through word-of-mouth referrals; no one on our team engages in any cold-calling activities.
Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor. Past Analyst/Associates have a compelling track record of gaining admission to top-tier business schools. Our commitment to work-life balance, we expect our analysts to work significantly fewer hours on average than analysts in investment banking or similar positions.
ResponsibilitiesWork closely with senior professionals to provide extraordinary client serviceInteract with clients and service providers, including money managers and tax and legal advisorsConduct complex financial analyses on a wide range of investment and financial planning topicsPrepare client financial statements and track investment performanceManage workflow and prioritize projectsAssist in creating and assembling materials for client meetingsEnsure that client investment actions are carefully planned and executedQualifications & Requirements
Bachelor's degreeStrong test scores and undergraduate gradesInterest in private wealth management or financial advisory servicesWell-developed quantitative aptitudeExperience with ExcelExcellent oral and written communication skillsMature, professional demeanor that builds trust with clients and teammatesInitiative and perseveranceAbility to work independently and function as part of a teamStrong attention to detailOrganizational skills to prioritize workflow and manage multiple projectsHigh degree of integrity and absolute respect for client confidentialityPhysical Requirements
Prolonged periods of sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at times.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.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.Pay Information
This position is exempt and is paid according to the laws of the State of California. The base pay range for this position is $85,000-105,000 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.