Associate Wealth Planner

Corient Private Wealth LLC.; Chicago (IL); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their dynamic team. This role involves supporting high-net-worth clients by conducting financial research, preparing projections, and enhancing client relationships. The company prides itself on empowering its employees and fostering a culture of growth and collaboration. With a strong commitment to exceeding client expectations and simplifying lives, you will have the opportunity to develop essential skills in financial planning and investment analysis. If you're eager to learn and grow in a supportive environment, this is the perfect opportunity for you.

Benefits

401(k) Plan with Employer Matching

Generously Subsidized Medical Plan

Employer Paid Dental Insurance

Employer Paid Vision Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer Days

Qualifications

• Basic knowledge of financial planning and investment principles.
• Experience with custodian interaction preferred.

Responsibilities

• Researches and prepares financial projections and investment analysis.
• Supports team to ensure client experience exceeds expectations.
• Attends networking events to build community relationships.

Skills

Financial Planning

Investment Analysis

Client Relationship Skills

Communication Skills

Technical Skills

Social Skills

Education

CFP Credentials (in progress)

0-3 Years Experience

Job description

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

• 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.
• 0-3 years experience
• Basic financial planning and investment principles
• Experience with custodian interaction

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.

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.

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.

About Us

At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.