Senior Wealth Planner for UHNW Clients

Corient; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Short/Long-term Disability

Parental Leave

Job summary

Corient is seeking a proactive professional to support Wealth Advisors in financial planning, investment analysis, and client service execution. You will complete plans, reports, and analyses while coordinating with teams and clients.

The role emphasizes data gathering, relationship-building, and confidentiality in a fast-paced environment. Ideal candidates hold a Bachelor's degree, are pursuing CFP/CFA, and bring 2–4 years' experience with strong Excel and communication skills.

Qualifications

• Bachelor's degree required.
• Working towards CFP or CFA designation (preferred).
• 2–4 years’ experience in a related role.
• Proficiency in Microsoft Excel and Office products.

Responsibilities

• Complete financial plans, reports, tax and estate analyses.
• Prepare for and attend client meetings; document action items.
• Support Wealth Advisors in planning and investment processes.
• Gather data and coordinates client service execution.
• Engage with leads and build community relationships.

Skills

Analytical skills

Communication skills

Team player

Confidentiality

Detail-oriented

Education

Bachelor's degree

CFP or CFA in progress

Tools

Excel

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Planning & Investment Software

Job description

Corient is seeking a proactive professional to support Wealth Advisors in financial planning, investment analysis, and client service execution. You will complete plans, reports, and analyses while coordinating with teams and clients.

The role emphasizes data gathering, relationship-building, and confidentiality in a fast-paced environment. Ideal candidates hold a Bachelor's degree, are pursuing CFP/CFA, and bring 2–4 years' experience with strong Excel and communication skills.