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.ResponsibilitiesResearch and input data related to financial projections and investment analysis.Support client service teams to ensure client experience exceeds expectations.Develop essential communication, technical, and social skills to support client relationships.Work under close supervision and guidance with narrowly defined limits of authority.Attend networking events and begin to build relationships in the community.Seek to learn and develop skills.Follow through on requests and communicate delays.Qualifications & RequirementsBasic level knowledge of financial planning, investment, and client relationship skills.Experience with custodian interaction.Communicate effectively, both orally and in writing.Strong attention to detail with a high degree of accuracy and consistency.High standards of professionalism and confidentiality.Bachelor's degree in a related field and working towards obtaining CFP credentials.Typically, 0-3 years’ experience.Competencies listing for Job FamilyAccessibilityCommunicationCoordinationFollow ThroughProactiveServicePay InformationThis position is over-time exempt and is paid according to the laws of the State of California. The pay range for this position is $63,000 – $101,600 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 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. 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 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. 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 the 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 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 are 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 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.

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