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Wealth Planner

4 months ago

Charlotte, United States Corient Private Wealth LLC 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.
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:
  • Flexible & Hybrid Work Program
  • 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 one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.