- 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
- 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
- Strong attention to detail with a high degree of accuracy and consistency
- 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
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.
Pay Information:
This position is exempt and is paid according to the laws of the State of California or Utah depending on final position location. The pay range for this position is $65,800 - $106,000.00 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the 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 are determined based 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. 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.
- Must be willing to execute Corient’s 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
