Associate Wealth Planner

4 days ago

Shaker Heights, 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
  • Support Wealth Advisor team in delivering exceptional service to clients.
  • Prepare and review monthly and quarterly investment performance reports and other standard reports.
  • Coordinate all aspects of direct client service, including fund transfers, charitable contributions, gifting, and cash management.
  • Maintain multi-year income tax projections. Calculate and coordinate required quarterly payments.
  • Prepare and review client tax returns and income tax projections (primarily 1040s, 1065s, 1041s, and 709s).
  • Communicate with clients as needed and ensure proper follow-up.
  • Work to develop the essential communication, technical, and social skills to support the client relationships.
Qualifications & Requirements
  • Bachelor's degree
  • CPA license, or working towards obtaining CPA license
  • 3-5 years experience in a family office or public accounting
  • Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software, CCH Prosystem fx Tax, Bloomberg Income Tax Planner ("BNA")
  • Developed knowledge of tax planning and preparation for UHNW individuals and families.
  • Basic knowledge of financial planning, investment analysis, and client relationship management.
Competencies
  • Strong integrity and ability to maintain confidentiality.
  • Excellent team player with strong communication skills.
  • Detail-oriented with excellent analytical and organizational abilities.
  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
#LI-Onsite

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.

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