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Associate Financial Planner

4 months ago

Columbus, 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, 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.

This is a detail oriented administrative position that supports a wealth management team in providing exceptional service and advice to our clients, with coordination and collaboration alongside client services, data management and investment support staff.

Essential Duties and Responsibilities
  • Ensure the timely completion of assigned tasks related to client records
  • Direct client contact via email or phone
  • Coordinate oral and written communications and client related documents
  • Prepare quarterly client portfolio reports
  • Verify the accuracy of the information contained in client reports
  • Prepare account applications and general account maintenance
  • Assist in the portfolio rebalancing process
  • Complete special projects
Required Skills and Experience
  • Knowledge of basic financial planning, income tax, equities, mutual funds, and other financial information is required.
  • Excellent oral and written communication skills.
  • Working experience in a Windows environment
  • Proficiency in Microsoft Office applications
  • Experience working with Web-enabled applications and database software
Preferred Skills
  • 1 -3 years of experience in the financial planning field is preferred
  • Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM Databases
Education and Job Experience Requirements
  • Bachelor's degree in the field of financial planning or finance
  • The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation


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.