Qualifications
Responsibilities
Benefits
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
Qualifications & Requirements:
Bachelor's degree
CFP certification required
Minimum of 2-3 years99 experience
Proficiency in Microsoft Office, especially Excel
Strong integrity and ability to maintain confidentiality.
Excellent team player with strong communication skills
Detail-oriented with excellent analytical and organizational abilities.
A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
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
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.Additionalduties 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 Massachusetts. The pay range for this position is $80,000 - $110,000 USD per year. Weare required toprovide a reasonable estimate of the compensation range for this role. This rangetakes into accountthe 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 aredeterminedbased on final candidate qualifications and experience.
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.Corientseeksto 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 isrequiredto workonsite4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities,Corienthires U.S. citizens or permanent residents. Exceptions to these requirements will bedeterminedbased on shortage of qualified candidates with a particular skill.Corientwillrequireproof of work authorization.
Corientparticipates in E-Verify and will provide the federal government with your Form I-9 information to confirm that youare authorized towork 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 completedthe FormI-9.
Must be willing to executeCorient99sEmployee 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 atCorientis aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching
Four Medical Plan options that is generously subsidized byCorient
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
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 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 Corient99s 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
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