Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Essential Job Functions:
Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets.
Demonstrate ability to gather appropriate data and client information for plan development
Become an expert with eMoney financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients
Supports ongoing portfolio monitoring and account maintenance and proactively identifies action items
Become familiar with the core competencies of financial planning - cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and what role they play within a client's long term financial plan
Understands firm's wealth management process
Independently prepares efficient and thorough analysis required to develop a proposed financial plan or investment portfolio
Provides prompt follow-up to client meetings when applicable, completing action items with direction from advisor
Demonstrates ability to support advisors by completing Salesforce tasks and processes effectively and efficiently
Acts as back-up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews
Effectively utilizes Salesforce to ensure client information is up-to-date and coordinated among client service team
Understands and effectively utilizes internal and external resources
Provides meaningful support in development of analysis for new client proposals
Proactively looking for additional planning opportunities for existing clients
Required Knowledge, Skills, and Abilities
Bachelor's degree from an accredited institution
CFP® Certificant or working toward it
Minimum of 2 years' experience
Experience with eMoney, Holistiplan a plus
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Ability to identify, meet and follow through with client needs and request
Must be a goal-oriented team player with a 'no job is beneath me' attitude
Community service driven and charitably minded
Able to work independently
Enjoy being part of a team
Above average knowledge of Microsoft Excel and Word
Must be highly flexible and confidential with all client and firm matters
Competencies
Financial planning and investment principles, including processes and procedures
Proficiency with back-office process and custodians
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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
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 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
Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.