Wealth Planning Analyst for High-Net-Worth Clients

Corient; Morristown (AZ); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Disability Insurance

Parental Leave

FSA/Health Savings Account

Commuter Benefits

Job summary

Corient is seeking an early-career Wealth Planning Associate to support financial planning, investment reporting, and tax/estate analysis for high-net-worth clients in a collaborative team. You will prepare plans, coordinate client service, and learn under senior wealth advisors in a dynamic office setting.

The role emphasizes strong communication, confidentiality, and a growing CFP pathway, with onsite work four days per week and a pay range reflecting New Jersey markets.

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• Communicate effectively, both orally and in writing.
• High standards of professionalism and confidentiality.
• Typically, 0-3 years’ experience.

Responsibilities

• Prepare financial plans, investment reports, tax and estate analysis as requested.
• Increase knowledge through practice and responsibility in planning teams and Wealth Advisors.
• Document client meetings and coordinate service execution under Associate Wealth Advisors/Wealth Advisor.
• Gather data and information for planning.
• Build relationships in the community and with COI peers.

Skills

Financial planning

Client relationships

Communication

Attention to detail

Education

Bachelor's degree

CFP credentials in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is seeking an early-career Wealth Planning Associate to support financial planning, investment reporting, and tax/estate analysis for high-net-worth clients in a collaborative team. You will prepare plans, coordinate client service, and learn under senior wealth advisors in a dynamic office setting.

The role emphasizes strong communication, confidentiality, and a growing CFP pathway, with onsite work four days per week and a pay range reflecting New Jersey markets.