Senior Wealth Planner

CI Financial; Seattle (WA); On-site; USD 76,000 - 108,000; Full time

Benefits offered by this job

401(k) Matching

Medical Plans

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

FSAs & HSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer Days

Job summary

Corient is seeking a Wealth Associate to support financial planning for high-net-worth clients. You will prepare plans, reports and tax analyses under guidance, meeting clients and coordinating service delivery with wealth advisors.

The role requires a CFP certification, a bachelor’s degree and 2–3 years of experience, with strong Excel skills and strict confidentiality in a collaborative team environment.

Qualifications

• 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.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

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
• Most time 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 Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Skills

CFP certification

Excel

Communication

Confidentiality

Analytical skills

Education

Bachelor’s degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment Software

Job description

Corient is seeking a Wealth Associate to support financial planning for high-net-worth clients. You will prepare plans, reports and tax analyses under guidance, meeting clients and coordinating service delivery with wealth advisors.

The role requires a CFP certification, a bachelor’s degree and 2–3 years of experience, with strong Excel skills and strict confidentiality in a collaborative team environment.