Wealth Planner

Wealth Planner page is loaded## Wealth Planner locations:
St. Petersburg, FLtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR4292
** Join a team that values your ambition and empowers your growth
** 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
* ** Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors.
* Completes financial plans, investment reports, tax and estate analysis as requested.
* Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor.
* Data and information gathering.
* Brings forth observations to Wealth Advisors regarding clients.
* Works independently with limited oversight on projects and plans.
* Increased understanding and ability for complex problem solving.
* Observing and learning complex planning.
* Stay current on financial planning trends, tax laws, and investment strategies.
* Support client relationship management and ensure a high level of service and responsiveness.
* Attends networking events and begins to build relationships in the community and with COI peers
** Qualifications & Requirements
*** Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or MBA preferred).
* CFP (Certified Financial Planner) designation required.
* Minimum of 2-3 years’ experience in financial planning or wealth management.
* 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.
** Competencies
* ** 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
** 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 have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
* Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
* Must be willing to execute Corient’s Employee Agreement or…