Talent.com
Wealth Planner
Wealth PlannerCI Financial Corp. • San Francisco, CA, US
Wealth Planner

Wealth Planner

CI Financial Corp. • San Francisco, CA, US
14 hours ago
Job type
  • Full-time
Job description

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 :

  • Develop and expand knowledge of financial planning, investment strategies, financial markets, and client service through hands-on experience and collaboration with planning teams and lead advisors.
  • Observe and learn advanced planning techniques to support long-term professional growth.
  • Gather, review, and analyze client financial data to support the development of comprehensive financial plans and strategies.
  • Independently complete straightforward financial planning analyses and projects with accuracy and attention to detail.
  • Provide meaningful insights and observations to Lead Advisors to inform planning decisions and enhance client relationships.
  • Prepare materials and documentation for client meetings, ensuring accuracy and relevance.
  • Participate in client meetings, document action items, and coordinate timely execution of follow-up tasks in partnership with Associate Wealth Advisors and / or Wealth Advisors.
  • Learn and effectively use financial planning software to update and revise plans and reports based on advisor feedback.
  • Utilize internal systems and technology platforms (e.g., Salesforce) to maintain accurate client records and ensure coordination across advisory and client service teams.
  • Support ongoing portfolio monitoring and account maintenance, proactively identifying and addressing action items.
  • Work with asset custodians to accurately complete and manage related paperwork and administrative tasks.
  • Collaborate with advisory and client service teams to ensure all client deliverables are met efficiently and effectively.
  • Understand and apply the firm’s wealth management philosophy, planning process, and service standards.
  • Leverage internal and external resources to enhance client service and planning outcomes.
  • Attend industry and community networking events to begin building relationships with Centers of Influence (COIs) and professional peers.
  • Contribute to the development of new client proposals through research, analysis, and presentation support.

Qualifications and Requirements

  • Bachelors' degree in related field
  • CFP® certification required
  • 3-5 years’ experience
  • Strong knowledge of financial planning, investment, and client relationship skills
  • Technology : Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
  • 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
  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
  • Competencies :

  • Accessibility
  • Communication
  • Coordination
  • Follow Through
  • Proactive
  • Service
  • 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 :

    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.

    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 :

    401(k) Plan with Employer Matching

    Four Medical Plan options that is 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

    Corporate Discount Program - Perkspot

    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 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.

    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.

    Create a job alert for this search

    Wealth Planner • San Francisco, CA, US

    Related jobs
    Wealth Planning Specialist

    Wealth Planning Specialist

    Capital Group • San Francisco, CA, United States
    Full-time
    I can succeed as a Wealth Specialist at Capital Group.As a Wealth Specialist at Capital Group,.Private Wealth Advisors to deliver high-impact financial planning analyses, trust and estate strategie...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor - Schwab Wealth Advisory

    Wealth Advisor - Schwab Wealth Advisory

    Charles Schwab • SAN FRANCISCO, CA, United States
    Full-time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...Show more
    Last updated: 3 hours ago • Promoted • New!
    Wealth Management Associate

    Wealth Management Associate

    Morgan Stanley • Walnut Creek, CA, US
    Full-time
    Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. As a key member of the service...Show more
    Last updated: 18 days ago • Promoted
    Wealth Planner

    Wealth Planner

    CI Financial Corp. • Menlo Park, CA, US
    Permanent
    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, ca...Show more
    Last updated: 30+ days ago
    Wealth Strategist

    Wealth Strategist

    Bank of America • San Francisco, CA, US
    Full-time
    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one...Show more
    Last updated: 30+ days ago • Promoted
    Occupancy Planner

    Occupancy Planner

    ABM Industries • Mountain View, CA, US
    Full-time
    The Occupancy Planner will support workplace strategies on various projects and assignments.You will be part of a planning team that solves occupancy and space issues within the framework of the wo...Show more
    Last updated: 30+ days ago
    Wealth Planner (FP)

    Wealth Planner (FP)

    Bank of America • San Jose, CA, US
    Full-time
    Merrill Wealth Management Financial Advisor Assistant.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, compan...Show more
    Last updated: 30+ days ago • Promoted
    J.P. Morgan Wealth Management, Vice President, Wealth Planner

    J.P. Morgan Wealth Management, Vice President, Wealth Planner

    Chase • Palo Alto, CA, US
    Full-time
    Show more
    Last updated: 30+ days ago • Promoted
    J.P. Morgan Wealth Management - Executive Director-Wealth Planner

    J.P. Morgan Wealth Management - Executive Director-Wealth Planner

    JPMorgan Chase & Co. • San Francisco, CA, United States
    Full-time
    Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private ...Show more
    Last updated: 2 days ago • Promoted
    Demand Planner

    Demand Planner

    Axiom Software Solutions Limited • Sunnyvale, CA, US
    Full-time
    Quick Apply
    Location : Sunnyvale CA / Austin TX – Onsite.Looking for a dynamic and motivated candidate for the position of Worldwide Demand Planner. This role is an opportunity for a dedicated individual to appl...Show more
    Last updated: 30+ days ago
    Partner Engagement Manager

    Partner Engagement Manager

    Beazley Group • San Francisco, CA, United States
    Full-time
    Job Title : Partner Engagement Manager.Reports To : Head of Partner Engagement, West.Key Relationships : External brokers, Focus Group Leaders, Head of Offices, Underwriting teams.Beazley is looking for...Show more
    Last updated: 12 days ago • Promoted
    Senior Wealth Planner (Location SF or Walnut Creek)

    Senior Wealth Planner (Location SF or Walnut Creek)

    Bmo • San Francisco, CA, US
    Part-time
    Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW / UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to...Show more
    Last updated: 30+ days ago • Promoted
    Clinical Social Worker

    Clinical Social Worker

    California Department of Corrections and Rehabilitation • MOSS BEACH, California, US
    Full-time
    Position : Clinical Social Worker Increased Salaries are Just the Beginning… The past few years have seen dramatic shifts in the health care landscape. California Correctional Health Care Services (C...Show more
    Last updated: 30+ days ago • Promoted
    Strategic Planning Analyst

    Strategic Planning Analyst

    VirtualVocations • Hayward, California, United States
    Full-time
    A company is looking for a Strategic Planning Analyst to support its strategic planning function.Key Responsibilities Support leadership in identifying growth opportunities through research and a...Show more
    Last updated: 2 days ago • Promoted
    Travel Vascular Interventional Technologist

    Travel Vascular Interventional Technologist

    LanceSoft • San Rafael, CA, US
    Permanent
    LanceSoft is seeking a travel Vascular Interventional Technologist for a travel job in San Rafael, California.Job Description & Requirements. Vascular Interventional Technologist.CA CRT, BLS, AC...Show more
    Last updated: 24 days ago • Promoted
    Supply Planner

    Supply Planner

    VirtualVocations • Concord, California, United States
    Full-time
    A company is looking for a Supply Planner to join their team.Key Responsibilities Build and manage purchase orders, oversee shipments and backorders, ensuring alignment with company metrics Allo...Show more
    Last updated: 30+ days ago • Promoted
    J.P. Morgan Wealth Management, Vice President, Wealth Planner

    J.P. Morgan Wealth Management, Vice President, Wealth Planner

    JPMorgan Chase • Stanford, CA, US
    Full-time
    Vice-President - Wealth Planner.Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities...Show more
    Last updated: 30+ days ago • Promoted
    Wealth Advisor Partner

    Wealth Advisor Partner

    Wisepath Group • San Francisco, CA, US
    Permanent
    Quick Apply
    Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform Why Join Us?.At Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, ...Show more
    Last updated: 30+ days ago
    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Remote Corporate Development Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Novato, California
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 1 day ago • Promoted
    Remote Financial Planner

    Remote Financial Planner

    VirtualVocations • Santa Clara, California, United States
    Remote
    Full-time
    A company is looking for a Remote Financial Planner.Key Responsibilities Provide personalized financial planning services to clients Analyze clients' financial situations and develop tailored st...Show more
    Last updated: 30+ days ago • Promoted