Wealth Planner

Description

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

• In conjunction with the Wealth Advisor, the Wealth Planner is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team.
• Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets.
• Be familiar with the core competencies of financial planning – cash flow and financial independence planning, insurance / risk management, estate planning, tax planning and strategy, and what role they play within a client’s long-term financial plan.
• Understand firm's wealth management process.
• Demonstrate ability to gather appropriate data and client information for plan development.
• Become an expert with financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients.
• Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio.
• Provide meaningful support in development of analysis for new client proposals.
• Support ongoing portfolio monitoring and account maintenance and proactively identify action items.
• Provide prompt follow-up to client meetings when applicable, completing action items with direction from the Wealth Advisor.
• Effectively utilize Salesforce to ensure client information is up-to-date and coordinated among client service team.
• Demonstrate ability to support advisors by completing Salesforce tasks and processes effectively and efficiently.
• Act as back-up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews.
• Understand and effectively utilize internal and external resources.

Qualifications & Requirements

This 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 California. The pay range for this position is $80,300-$129,500 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

U.S. Eligibility Requirements

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 :

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.