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

Qualifications & Requirements:

• Bachelor's degree

• CFP certification required

• Minimum of 2-3 years 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. Additional duties and responsibilities may be assigned with or without notice.

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.

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