Wealth Planning Associate

Corient Services LLC; Town of Texas (WI); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Medical plans

Dental & Vision

Disability coverage

Parental leave

FSAs

Transit FSA

Perkspot

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient Services LLC is seeking candidates for an Associate Wealth Advisor track to support financial planning, investment analysis, and client service under senior advisors. The role emphasizes learning, relationship-building, and exposure to planning software and custodians.

The position requires a Bachelors' degree with progress toward CFP credentials, strong communication, confidentiality, and 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
• Competencies Financial planning and investment principles, including processes and procedures
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
• Proficiency with back-office process and custodians

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
• Time 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 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

Financial planning knowledge

Salesforce

DocuSign

Microsoft Suite

Custodian interaction

Communication

Confidentiality

Attention to detail

Education

Bachelor's degree

CFP credentials in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient Services LLC is seeking candidates for an Associate Wealth Advisor track to support financial planning, investment analysis, and client service under senior advisors. The role emphasizes learning, relationship-building, and exposure to planning software and custodians.

The position requires a Bachelors' degree with progress toward CFP credentials, strong communication, confidentiality, and 0–3 years’ experience.