Wealth Planning Analyst — Growth & Client Impact

Corient; San Francisco (CA); On-site; USD 66,000 - 106,000; Full time

Benefits offered by this job

401(k) Plan

Medical plan options

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

FSA & Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Discount Program - Perkspot

Training Reimbursement

Professional Designations

Job summary

Corient in San Francisco is seeking a junior Wealth Advisor Associate to support financial planning, investment analysis, and client service under senior advisors. You will prepare plans, reports, and analyses, and help coordinate meetings.

Ideal candidates have basic financial planning knowledge, strong communication skills, and familiarity with Salesforce and planning software. Bachelor's degree and working toward CFP credentials are preferred; 0–3 years experience.

Qualifications

• Basic level knowledge of financial planning, investment and client relationship skills.
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software.
• Experience with custodian interaction.
• Communicate effectively, both orally and in writing.
• High standards of professionalism and confidentiality.
• Bachelors' degree in related field and working towards obtaining CFP credentials.
• Typically, 0-3 years’ experience.

Responsibilities

• Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Completes financial plans, investment reports, tax and estate analysis as requested
• Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Data and information gathering
• Brings forth observations to Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Skills

Client relationship skills

Financial planning knowledge

Investment knowledge

Education

Bachelor's degree in related field

CFP credentials in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient in San Francisco is seeking a junior Wealth Advisor Associate to support financial planning, investment analysis, and client service under senior advisors. You will prepare plans, reports, and analyses, and help coordinate meetings.

Ideal candidates have basic financial planning knowledge, strong communication skills, and familiarity with Salesforce and planning software. Bachelor's degree and working toward CFP credentials are preferred; 0–3 years experience.