Associate Wealth Planner

Associate Wealth Planner

Join to apply for the Associate Wealth Planner role at Corient

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.

• Increase level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Complete financial plans, investment reports, tax and estate analysis as requested
• Spend majority of time preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Gather data and information
• Bring forth observations to Lead Advisors regarding clients
• 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

• Bachelor's degree
• CFP® certification required
• Minimum of 2-3 years’ 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
• Proactive approach to work, with the ability to take ownership of projects and see them through to completion

• Financial planning and investment principles, including processes and procedures
• Technology:
  Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite, Planning & Investment Software
• Proficiency with back-office process and custodians

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.

• 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
• Saving 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.

Mid-Senior level

Other

Finance and Sales

Tampa, FL