Associate Wealth Planner

Corient; New York (NY); On-site; USD 70,000 - 150,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan

Paid Maternity & Parental Leave

Flexible Spending Accounts

Training Reimbursement

Volunteer days

Job summary

A wealth management firm in New York is seeking a Wealth Planner to guide clients through financial planning processes. The role involves working with a Wealth Advisor and requires analytical skills, a bachelor's degree, and CFP certification. Strong customer service and communication abilities are essential. The position offers a supportive environment with comprehensive benefits, including a 401(k) plan and paid parental leave.

Qualifications

• Must be highly flexible and maintain confidentiality.
• Collaborative team player with a proactive approach.
• Customer service background preferred.

Responsibilities

• Manage client service experience with Wealth Advisor.
• Prepare efficient analysis for financial plans.
• Utilize Salesforce to keep client information updated.

Skills

Strong analytical mindset

Attention to detail

Problem-solving abilities

Excellent verbal and written communication

Team player

Education

Bachelor's degree from an accredited institution

CFP certification

Tools

Salesforce

MGP

eMoney

Holistiplan

Microsoft Excel

Microsoft Word

Job description

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Description

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.

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 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

• 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 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 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.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $70,000-$150,000 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

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