Senior Wealth Planner & Investment Strategist

Corient Services LLC; Broken Arrow (OK); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Medical plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short/Long Disability

Parental Leave

FSA & HSA

Commuter benefits

Training Reimbursement

Professional designations

Job summary

Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a fast-paced environment. You will assist in preparing plans, reports and analyses, and help coordinate client meetings under Wealth Advisors.

The role emphasizes data gathering, accuracy, confidentiality and hands-on learning of planning concepts, with on-site work four days per week in Oklahoma. A Bachelor's degree and progress toward CFP/CFA are expected.

Qualifications

• Bachelor's degree required; pursuing CFP or CFA desirable.
• 2-4 years of relevant experience in financial planning or wealth advisory.
• Proficiency in Excel; strong analytical and organizational abilities.
• Excellent integrity and ability to maintain confidentiality.
• Team player with strong communication skills and ownership mindset.
• Proactive approach to tasks and ability to see projects through.

Responsibilities

• Prepare financial plans, investment reports, tax and estate analyses.
• Support Wealth Advisors; participate in client meetings and document tasks.
• Gather data and information; coordinate client service execution.
• Identify observations to Lead Advisors regarding clients.
• Assist with simple projects and planning while learning complex concepts.
• Participate in community networking and relationship-building with COI peers.

Skills

Excel proficiency

Communication skills

Analytical thinking

Confidentiality

Team player

Detail-oriented

Education

Bachelor's degree

CFP/CFA in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment Software

Back-office custodians knowledge

Job description

Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a fast-paced environment. You will assist in preparing plans, reports and analyses, and help coordinate client meetings under Wealth Advisors.

The role emphasizes data gathering, accuracy, confidentiality and hands-on learning of planning concepts, with on-site work four days per week in Oklahoma. A Bachelor's degree and progress toward CFP/CFA are expected.