Wealth Planner

Corient; Dallas (TX); On-site; USD 79,600 - 110,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Health insurance options

Paid professional designations

Volunteering days

Competitive compensation

Job summary

A wealth management firm in Dallas seeks a Wealth Planner to manage client service experiences and deliver thorough financial analyses. Candidates should have a bachelor’s degree, CFP® certification, and possess strong analytical skills. This role offers a competitive salary and supportive team environment, with significant opportunities for professional development.

Qualifications

• Bachelor’s degree from an accredited institution.
• CFP® certification required.
• Strong analytical mindset and problem-solving abilities.

Responsibilities

• Manage client service experience and deliverables.
• Understand the firm's wealth management process.
• Prepare thorough analysis for financial plans.

Skills

Analytical mindset

Attention to detail

Problem-solving abilities

Collaboration

Client service

Education

Bachelor’s degree

CFP® certification

Tools

Salesforce

Microsoft Excel

MGP

eMoney

Holistiplan

Job description

4 days ago Be among the first 25 applicants

Description

At Corient, we help ultra‑high/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.

Responsibilities

• In conjunction with the Wealth Advisor, the Wealth Planner is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team.
• Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets.
• Be familiar with the core competencies of financial planning – cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and what role they play within a client’s long‑term financial plan.
• Understand the firm’s wealth management process.
• Demonstrate ability to gather appropriate data and client information for plan development.
• Become an expert with financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients.
• Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio.
• Provide meaningful support in development of analysis for new client proposals.
• Support ongoing portfolio monitoring and account maintenance and proactively identify action items.
• Provide prompt follow‑up to client meetings when applicable, completing action items with direction from the Wealth Advisor.
• Effectively utilize Salesforce to ensure client information is up-to-date and coordinated among client service team.
• Demonstrate ability to support advisors by completing Salesforce tasks and processes effectively and efficiently.
• Act as back‑up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews.
• Understand and effectively utilize internal and external resources.

Qualifications & Requirements

• Bachelor’s degree from an accredited institution
• CFP® certification required
• Must be highly flexible and keep confidential all client and firm matters
• Strong analytical mindset, attention to detail, and problem‑solving abilities
• Collaborative team player with a proactive approach to work

Wealth Planner

• Experience with MGP, eMoney, Holistiplan, Salesforce a plus
• Customer service background preferred
• Excellent verbal, written, analytical, and organizational skills
• Must be a goal‑oriented team player with a ‘no job is beneath me’ attitude
• Able to work independently
• Enjoy being part of a team
• Above average knowledge of Microsoft Excel and Word

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 changes, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $79,600‑$110,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

What We Offer

• Competitive compensation with a strong performance-based incentive structure
• Access to a full platform of world-class investment, planning, and advisory solutions to serve clients comprehensively
• Collaborative team environment with significant focus and commitment to professional development and career growth opportunities
• Unique Partnership model that drives collaboration and creates a distinctive opportunity for personal and professional growth

Physical Requirements

• 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.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• 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.
• 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. If E‑Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E‑Verify once you have accepted a job offer and completed the Form I‑9.
• 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

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. 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.