Wealth Planner

Corient; Atlanta (GA); On-site; USD 60,000 - 149,200; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Job summary

Corient is seeking a Wealth Advisor in Atlanta, GA, focusing on enhancing financial planning and investment knowledge. The role involves preparing financial plans, coordinating client services, and fostering relationships within the community. Candidates should have 2-3 years of experience and demonstrate strong communication and analytical skills. Join a dynamic team dedicated to providing exceptional financial service and guidance.

Qualifications

• Minimum of 2-3 years’ experience in finance or related field.
• 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.

Responsibilities

• Preparing financial plans, investment reports, tax and estate analysis.
• Participating in client meetings documenting tasks.
• Data and information gathering to assist Wealth Advisors.
• Building relationships within the community and with peers.

Skills

Proficiency in Microsoft Office

Strong communication skills

Detail-oriented

Analytical abilities

Ability to maintain confidentiality

Knowledge of financial planning principles

Job description

5 days ago Be among the first 25 applicants

• 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

Qualifications & Requirements

• 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.
• Financial planning and investment principles, including processes and procedures
• Proficiency with back-office process and custodians
• Additional Job Description
• Additional Job Description

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

Referrals increase your chances of interviewing at Corient by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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