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Wealth Strategist
2 months ago
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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.
Summary:
Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types 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.
Summary:
Trust, Estate, and Financial Planning Professional to work with sophisticated clients and their allied professionals on solutions for complex planning issues and opportunities, including trust, estate, tax, retirement, investment and charitable strategies. Individual will actively partner with internal colleagues, including Wealth Advisors and Business Development professionals, to integrate meaningful planning solutions for existing and prospective clients.
Responsibilities:
Own and drive the wealth planning process, which includes designing, analyzing, and presenting customized plans tailored to each client’s unique circumstances.
Identify issues and value-added planning opportunities for review and discussion with clients and clients’ advisors. Areas of emphasis include:
Financial Independence and Cash Flow analysis
Estate and Wealth Transfer Planning
Tax planning
Insurance sufficiency and needs assessment
Executive compensation planning
Deliver plans to clients in a clear and understandable manner. Responsibilities will include meeting preparation, financial plan construction, presentation of the plan to the client, meeting follow-up and ongoing client service.
Become a subject matter expert, staying current on planning issues, communicating updates to our team, and contributing content to the Firm’s website (blog) and social media channels.
New Business - Participate in development of new clients through individual and group efforts.
Seeks opportunities to grow existing client relationships through increased wallet share.
Engages with clients to create referral opportunities from existing clients.
Coach and counsel advisors on financial planning strategies
Lead, mentor, and coach less experienced wealth planners.
Contribute to the Firm’s strategic direction of its wealth planning service offering.
Education, Skills, and Experience Requirements:
Possess 7+ years of legal, tax, or wealth management industry experience
Bachelors Degree & Certified Financial Planner (CFP), CPA, or JD designation required.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
Proficiency with financial planning, estate summary, and tax projection software; MoneyGuidePro, eMoney and Holistiplan Tax Software expertise is a plus.
Advanced knowledge of personal tax issues and estate planning.
Professional, personable, tactful, efficient, and self-motivated.
Strong interpersonal skills and sense of teamwork valued.
Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
Strong organizational skills, multitasking, accuracy, service-mindedness, and meticulous adherence to details required.
Entrepreneurial-minded
approach to business
Strong written and verbal communications skills.
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.
At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.
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