• Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.

• Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients.

• Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include:

  • Tax planning

  • Estate planning

  • Insurance recommendations

  • Charitable gifting

  • College planning

• Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.

• Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items.

• Prepare and review investment portfolio recommendations for prospects and clients.

• Collaborate with senior team members to develop comprehensive financial plans that align with clients’ objectives.

• Conduct investment asset class research.

• Compile, enter, and monitor CRM workflows related to client financial planning requests.

• Support the Wealth Planning Team.

Qualifications & Requirements

• Possess:

  • 3-5 years of wealth management experience, preferably in the ultra-high net worth market;

  • Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and

  • CFP® designation preferred.

• Strong understanding of tax, investments, and estate planning.

• Strong investment research skills.

• Proficient project management and presentation skills.

• Professional business acumen and enhanced communication skills.

• Solid understanding of eMoney for planning software

• Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team

Competencies listing for Job Family

• Developing others

• Relationship/Practice Management

• Detail-oriented with excellent analytical and organization skills

• Communicate effectively, both orally and in writing

• High emotional intelligence and situational awareness

• A proactive approach to work, with the ability to take ownership of projects and see them through to completion

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.