Wealth Planner

Corient; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Wealth Manager with a strong background in financial planning and wealth management. This role involves analyzing client financial situations, preparing tailored financial plans, and collaborating with a dedicated team to meet client objectives. The ideal candidate will possess excellent analytical and communication skills, with a deep understanding of tax and investment strategies. Join a dynamic team where your expertise will directly impact clients' financial success, and enjoy a rewarding career in a supportive environment that values professional growth and development.

Qualifications

• 4-6 years of wealth management experience in ultra-high net worth market.
• Strong understanding of tax, investments, and estate planning.

Responsibilities

• Analyze client financial information to understand goals and risk tolerance.
• Prepare financial plans and recommendations for client meetings.
• Collaborate with senior team members to develop comprehensive financial plans.

Skills

Wealth Management

Financial Planning

Tax Planning

Analytical Skills

Presentation Skills

Communication Skills

Education

Bachelor’s Degree in Financial Planning

Bachelor’s Degree in Finance

Bachelor’s Degree in Accounting

Bachelor’s Degree in Business Administration

Tools

eMoney

Job description

This range is provided by Corient. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,300.00/yr - $120,000.00/yr

Job Description

Responsibilities

• Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.
• Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients.
• Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include:
• Tax planning
• Insurance recommendations
• Charitable gifting
• College planning
• Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.
• Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans that align with clients’ objectives.
• Conduct investment asset class research.
• Compile, enter, and monitor CRM workflows related to client financial planning requests.
• Support the Wealth Planning Team.

Qualifications & Requirements

• Possess:
• 4 to 6 years of wealth management experience, preferably in the ultra-high net worth market;
• Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and
• Strong understanding of tax, investments, and estate planning.
• Proficient project management and presentation skills.
• Professional business acumen and enhanced communication skills.
• Solid understanding of eMoney for planning software
• Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team

Competencies listing for Job Family

• Developing others
• Relationship/Practice Management
• Detail-oriented with excellent analytical and organization skills
• Communicate effectively, both orally and in writing
• High emotional intelligence and situational awareness
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion

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.

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 $80,300-$120,000 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

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

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