Associate Wealth Planner

Location: New York

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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

• Bachelor's degree from an accredited institution

• CFP certification required

• Must be highly flexible and keep confidential all client and firm matters

• Strong analytical mindset, attention to detail, and problem-solving abilities

• Collaborative team player with a proactive approach to work

• Experience with MGP, eMoney, Holistiplan, Salesforce a plus

• Customer service background preferred

• Excellent verbal, written, analytical, and organizational skills

• Must be a goal-oriented team player with a ‘no job is beneath me’ attitude

• Able to work independently

• Enjoy being part of a team

• Above average knowledge of Microsoft Excel and Word

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.

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.

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. For U.S.…