Senior Wealth Planner – CFP-Certified

Corient; Boston (MA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life and AD&D

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts & Health HS

Dependent Care FSA

Commuter & Transit FSA

Perkspot

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Massachusetts seeks an Associate Wealth Advisor to support senior advisers in delivering comprehensive financial planning for high-net-worth clients. You will prepare plans, investment reports, tax and estate analyses, and coordinate client service with the Wealth Advisor team.

You will build client relationships, attend meetings, and develop proficiency with Salesforce and planning software while upholding confidentiality and integrity.

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
• Vast majority of time is 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

Integrity & confidentiality

Team player with communication

Detail-oriented

Proactive ownership

Education

Bachelor's degree

CFP certification

Tools

Excel

Microsoft Office

Salesforce

Portfolio Accounting Software

DocuSign

Planning & Investment Software

Job description

Corient in Massachusetts seeks an Associate Wealth Advisor to support senior advisers in delivering comprehensive financial planning for high-net-worth clients. You will prepare plans, investment reports, tax and estate analyses, and coordinate client service with the Wealth Advisor team.

You will build client relationships, attend meetings, and develop proficiency with Salesforce and planning software while upholding confidentiality and integrity.