Wealth Planner

Corient; Indianapolis (IN); On-site; USD 100,000 - 124,000; Full time

Job summary

A leading wealth management firm is seeking a Wealth Planner to support Wealth Strategists and Advisors. This role involves financial planning, data collection, and client interaction, ideal for those with a strong background in finance and investment. Join a team that values ambition and growth.

Benefits

401(k) Plan with Employer Matching

Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Qualifications

• Minimum of 2-5 years’ experience required.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Supports Wealth Strategists and Wealth Advisors.
• Completes financial plans and investment reports.
• Attends networking events to build relationships.

Skills

Financial planning

Investment knowledge

Communication

Analytical abilities

Organizational abilities

Education

Bachelor's degree

CFP

CFA

CPA

JD

MBA

Tools

Microsoft Office

eMoney

Salesforce

Portfolio Accounting Software

DocuSign

Job description

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Join to apply for the Wealth Planner role at Corient

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.

Job Description Summary

Job Description Summary

This position will play a vital role in supporting Wealth Strategists and Wealth Advisors by providing solutions to core planning issues, including goals-based cash flow planning, budgeting, retirement planning, education funding, investment allocation, and estate, trust, tax and charitable strategies.

Responsibilities

• Increasing level of financial planning and investment knowledge through practice and support of planning teams and Wealth Advisors
• Data gathering and collection
• Completes financial plans, investment reports, tax and estate analysis as requested
• Prepare for and attend client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisor and/or Wealth Advisor
• Limited oversight on simple projects and plans
• Actively observe and learn complex planning strategy and approach
• Attends networking events and begins to build relationships in the community and with COI peers
  
  

Qualifications & Requirements

• Bachelor's degree
• CFP, CFA, CPA, JD, or MBA required
• Minimum of 2-5 years’ experience
• Proficiency in Microsoft Office, especially Excel
• eMoney experience, preferred
• 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
  
  

Competencies

• Financial planning and investment principles, including processes and procedures
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
  
  

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.

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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
• 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

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

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is 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 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

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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