Associate Wealth Planner

Corient; Saint Petersburg (FL); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Corporate Discount Program

Commuter & Transit Benefits

Training Reimbursement

Job summary

A financial planning firm based in Florida is seeking an Associate Wealth Planner to enhance client financial strategies. The role involves preparing financial plans, assisting with client meetings, and requires a Bachelor's degree and CFP certification. Ideal candidates will have 2-3 years of relevant experience and strong skills in financial planning and investment. The firm offers competitive benefits including a 401(k) plan with employer matching and health insurance options, ensuring a supportive environment for professional growth.

Qualifications

• Bachelor's degree required.
• CFP® certification essential.
• Experience of 2-3 years in a relevant field.
• Proficiency in Microsoft Excel is necessary.
• Ability to maintain confidentiality is a must.
• 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.

Responsibilities

• Increase financial planning and investment knowledge.
• Complete financial plans and investment reports as needed.
• Prepare for client meetings and document task items.
• Gather data and provide observations to Lead Advisors.
• 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.

Skills

Financial planning and investment knowledge

Communication skills

Detail-oriented

Analytical abilities

Proactive mindset

Education

Bachelor's degree

CFP® certification

Tools

Microsoft Office

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment Software

Job description

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.

Responsibilities

• 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

Qualifications & Requirements

• 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

Competencies

• Financial planning and investment principles, including processes and procedures
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, 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.

What You can Expect from Us

• 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

Equal Opportunity Employer

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

Mid-Senior level

Employment type

Other

Job function

Finance and Sales

Location

Tampa, FL