Wealth Planner

Join to apply for the Wealth Planner role at Corient
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At Corient, we help high‑ and ultra‑high‑net‑worth individuals and families enjoy a full life while preserving their wealth for future generations. We simplify lives and establish legacies that last for generations, always exceeding expectations.

• Increase financial planning and investment knowledge through practice and by advancing responsibility of planning teams and Wealth Advisors.
• Complete financial plans, investment reports, tax and estate analysis as requested.
• Spend the majority of time preparing for and attending client meetings, documenting task items and coordinating client service execution under Associate Wealth Advisors and/or Wealth Advisor.
• Gather data and information.
• Bring forth observations to Lead Advisors regarding clients.
• Provide limited oversight on simple projects and plans.
• Observe and learn complex planning.
• Attend networking events and begin to build relationships in the community and with COI peers.

• Minimum of 2-3 years of relevant experience.
• Proficiency in Microsoft Office, especially Excel.
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills.
• Detail‑oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
• Knowledge of financial planning and investment principles, including processes and procedures.
• Proficiency with back‑office process and custodians.

This position is exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $75,000–$85,000 USD per year. Salary offers are determined based on final candidate qualifications and experience.

• Work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• Ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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

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.