Wealth Planner

4 weeks ago

fort lauderdale, United States Corient Full time

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.


Responsibilities

  • 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.


Qualifications & Requirements

  • 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.

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