Associate Wealth Planner & Analyst

Corient Services LLC; Morristown (NJ); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plans (4 options)

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts & Health SA

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Job summary

Corient Services LLC in Morristown, NJ seeks an Associate Wealth Advisor to support senior wealth advisors with financial planning, investment analysis, and client service during meetings.

You will prepare plans and reports, gather data, and help coordinate service delivery while developing relationships in the community. A bachelor's degree is required, 0–3 years' experience, and you will be onsite four days a week as you work toward CFP credentials.

Qualifications

• Bachelor's degree in related field required.
• Working toward CFP credentials recommended.
• 0–3 years of experience in financial services.

Responsibilities

• Assist with financial planning, investment analysis and client service.
• Prepare financial plans, tax and estate documents for meetings.
• Coordinate client service items and document tasks under senior advisors.

Skills

Financial planning basics

Client relationship skills

Communication skills

Technology: Salesforce

Education

Bachelor's degree in related field

CFP credentials in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office Suite

Planning Software

Job description

Corient Services LLC in Morristown, NJ seeks an Associate Wealth Advisor to support senior wealth advisors with financial planning, investment analysis, and client service during meetings.

You will prepare plans and reports, gather data, and help coordinate service delivery while developing relationships in the community. A bachelor's degree is required, 0–3 years' experience, and you will be onsite four days a week as you work toward CFP credentials.