Corient Private Wealth LLC
Associate Financial Planner
Corient Private Wealth LLC, Columbus, Ohio, United States, 43224
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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 is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff.
Essential Duties and ResponsibilitiesEnsure the timely completion of assigned tasks related to client recordsDirect client contact via email or phoneCoordinate oral and written communications and client related documentsPrepare quarterly client portfolio reportsVerify the accuracy of the information contained in client reportsPrepare account applications and general account maintenanceAssist in the portfolio rebalancing processComplete special projectsRequired Skills and Experience
Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required.Excellent oral and written communication skills.Working experience in a Windows environmentProficiency in Microsoft Office applicationsExperience working with Web-enabled applications and database softwarePreferred Skills
1 -3 years of experience in the financial planning field is preferredExperience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM DatabasesEducation and Job Experience Requirements
Bachelor's degree in the field of financial planning or financeThe preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation
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, families and high achievers of all types 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 is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff.
Essential Duties and ResponsibilitiesEnsure the timely completion of assigned tasks related to client recordsDirect client contact via email or phoneCoordinate oral and written communications and client related documentsPrepare quarterly client portfolio reportsVerify the accuracy of the information contained in client reportsPrepare account applications and general account maintenanceAssist in the portfolio rebalancing processComplete special projectsRequired Skills and Experience
Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required.Excellent oral and written communication skills.Working experience in a Windows environmentProficiency in Microsoft Office applicationsExperience working with Web-enabled applications and database softwarePreferred Skills
1 -3 years of experience in the financial planning field is preferredExperience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM DatabasesEducation and Job Experience Requirements
Bachelor's degree in the field of financial planning or financeThe preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation
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.