Associate Wealth Planner

Corient; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Job summary

Corient is seeking a self-motivated Wealth Manager to support financial planning and investment analysis for clients. This full-time role requires the ability to work collaboratively and demonstrate strong client relationship skills. The ideal candidate is pursuing CFP credentials and has 1-3 years of experience in finance.

Benefits

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental and Vision Insurance

Employer paid life Insurance

Paid Maternity and Parental Leave

Flexible Spending Accounts

Training Reimbursement

Volunteer days for community service

Qualifications

• 1-3 years experience in finance preferred.
• Basic knowledge of financial planning and investment principles.
• Experience with custodian interaction is a plus.

Responsibilities

• Research and prepare financial projections and investment analysis.
• Support team to enhance client experience.
• Develop essential communication and technical skills.

Skills

Financial Planning

Client Relationship Management

Investment Analysis

Communication Skills

Technical Skills

Education

CFP Credential (in progress)

Job description

This range is provided by Corient. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $100,000.00/yr

Responsibilities

• Basic level knowledge of financial planning, investment, and client relationship skills
• Seeks to learn and develop skills
• Researches, inputs data and prepares financial projections and investment analysis
• Supports team to ensure client experience exceeds expectations
• Working to develop the essential communication, technical and social skills to support the client relationships
• Works under close supervision and guidance with narrowly defined limits of authority
• Attends networking events and begins to build relationships in the community

Qualifications & Requirements

• Working towards obtaining CFP credentials preferred.
• 1-3 years experience
• Basic financial planning and investment principles
• Experience with custodian interaction
• Additional Job Description
• Additional Job Description
• 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. 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 Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

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
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Corient by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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