Wealth Planner

Corient; Charlotte (NC); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Employer paid Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Paid Professional Designations

Volunteer days for community service

Job summary

An established industry player seeks a motivated individual to support Wealth Advisors in delivering exceptional financial services. This role involves preparing financial plans, coordinating client meetings, and enhancing your financial knowledge through hands-on experience. Join a dynamic team that values your contributions and fosters your professional growth. You'll enjoy a supportive environment where your skills can shine, and your ambition is recognized. This opportunity is perfect for someone eager to make a meaningful impact in the wealth management sector.

Qualifications

• 2-3 years of experience in finance or administrative roles.
• Proficiency in Microsoft Excel and financial planning principles.

Responsibilities

• Support Wealth Advisors with financial plans and investment reports.
• Coordinate client service execution and document meeting tasks.

Skills

Microsoft Office

Financial Planning

Investment Principles

Communication Skills

Analytical Abilities

Organizational Skills

Attention to Detail

Education

Bachelor's Degree

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services.

This position will report to the Wealth Advisor.

Responsibilities

1. Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
2. Completes financial plans, investment reports, tax and estate analysis as requested
3. 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
4. Data and information gathering
5. Brings forth observations to Lead Advisors regarding clients
6. Limited oversight on simple projects and plans
7. Observing and learning complex planning
8. Attends networking events and begins to build relationships in the community and with COI peers

Qualifications & Requirements

1. Minimum of 2-3 years’ experience
2. Proficiency in Microsoft Office, especially Excel
3. Strong integrity and ability to maintain confidentiality.
4. Excellent team player with strong communication skills
5. Detail-oriented with excellent analytical and organizational abilities.
6. A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
7. Financial planning and investment principles, including processes and procedures
8. Proficiency with back-office process and custodians

Physical Requirements

1. This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
2. This position may require the ability to lift up to 15 pounds.
3. This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

1. Must be 18 years of age or older.
2. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
3. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
4. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
5. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

1. 401(k) Plan with Employer Matching
2. Four Medical Plan options that is generously subsidized by Corient
3. Employer paid Dental, Vision & Life and AD&D Insurance
4. Employer paid Short-term & Long-term Disability
5. Paid Maternity & Parental Leave
6. Flexible Spending Accounts & Health Savings Accounts
7. Dependent Care FSA
8. Commuter & Transit FSA
9. Training Reimbursement
10. Paid Professional Designations
11. Giving back to the community - Volunteer days

Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Administrative, and General Business