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. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
The Opportunity
We are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We aspire to attract, retain, and develop exceptional people. Our meritocratic environment is highly conducive to learning. Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor.
Responsibilities
Work closely with senior professionals to provide extraordinary client service.
Interact with clients and outside service providers, including money managers and tax and legal advisors.
Conduct complex financial analyses on a wide range of investment and financial planning topics.
Prepare client financial statements and track investment performance.
Manage workflow and prioritize projects.
Assist in creating and assembling materials for client and prospect meetings.
Ensure that client investment actions are carefully planned and executed.
Support ongoing account and investment maintenance.
Build strong foundational understanding of industry and concepts related to financial planning, investments, tax, and financial markets.
Qualifications & Requirements
Bachelor’s degree in Finance, Accounting, Economics, or similar field.
Strong test scores and undergraduate grades.
Interest in private wealth management or financial advisory services.
Desire to obtain a CFP or CFA designation.
Experience with Excel.
Excellent oral and written communication skills.
Mature, professional demeanor that can build trust with clients and teammates.
Initiative and perseverance.
Ability to work independently and function as part of a team.
Strong attention to detail.
Organizational skills to prioritize workflow and manage multiple projects.
High degree of integrity and absolute respect for client confidentiality.
Pay Information
This position is 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. 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.
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 and 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.
What You Can Expect from Us
Flexible & Hybrid Work Program
401(k) Plan with Employer Matching
Four Medical Plan options that are generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We are an equal opportunity employer. All candidates will be recruited 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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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. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
The Opportunity
We are seeking a highly ethical, team-oriented, empathetic, analytical, motivated, and intellectually curious Associate Wealth Planner to join our team. This entry-level position is a great opportunity for those looking to launch a career in wealth management. We aspire to attract, retain, and develop exceptional people. Our meritocratic environment is highly conducive to learning. Ideal candidates will possess great interpersonal skills, excellent judgment, broad problem-solving skills, and a professional, service-oriented demeanor.
Responsibilities
Work closely with senior professionals to provide extraordinary client service.
Interact with clients and outside service providers, including money managers and tax and legal advisors.
Conduct complex financial analyses on a wide range of investment and financial planning topics.
Prepare client financial statements and track investment performance.
Manage workflow and prioritize projects.
Assist in creating and assembling materials for client and prospect meetings.
Ensure that client investment actions are carefully planned and executed.
Support ongoing account and investment maintenance.
Build strong foundational understanding of industry and concepts related to financial planning, investments, tax, and financial markets.
Qualifications & Requirements
Bachelor’s degree in Finance, Accounting, Economics, or similar field.
Strong test scores and undergraduate grades.
Interest in private wealth management or financial advisory services.
Desire to obtain a CFP or CFA designation.
Experience with Excel.
Excellent oral and written communication skills.
Mature, professional demeanor that can build trust with clients and teammates.
Initiative and perseverance.
Ability to work independently and function as part of a team.
Strong attention to detail.
Organizational skills to prioritize workflow and manage multiple projects.
High degree of integrity and absolute respect for client confidentiality.
Pay Information
This position is 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. 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.
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 and 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.
What You Can Expect from Us
Flexible & Hybrid Work Program
401(k) Plan with Employer Matching
Four Medical Plan options that are generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance
Employer paid Short-term & Long-term Disability
Paid Maternity & Parental Leave
Flexible Spending Accounts & Health Savings Accounts
Dependent Care FSA
Commuter & Transit FSA
Training Reimbursement
Paid Professional Designations
Giving back to the community - Volunteer days
Corient is one of the fastest-growing wealth management platforms in the United States. We are an equal opportunity employer. All candidates will be recruited 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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