Wealth Planning Internship Opportunity in Dallas, TX

17 hours ago

Dallas, Texas, United States Corient Private Wealth LLC Full time
Financial Planning Assistant Position at Corient Private Wealth LLC

At Corient Private Wealth LLC, we are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our team in Dallas, TX. As a key member of our Financial Planning Team, you will have the opportunity to gain valuable experience in the financial planning industry while supporting our clients and contributing to firm projects.

Key Responsibilities:

  • Prepare materials for client presentations, including financial independence and education projections, net worth statements, cash flow reports, budgets, insurance, and estate planning summaries.
  • Review, summarize, and analyze information related to various financial aspects of a client's life, including risk management, retirement planning, benefits, taxes, estate plans, gifting, charitable endeavors, and education.
  • Assist in preparing customized financial planning templates for client meetings.
  • Research financial planning topics as needed.
  • Manage client and firm documents in the document management system.
  • Contribute to firm projects and departmental initiatives as requested.
  • Represent Corient Private Wealth LLC positively to clients, outside professionals, and the public.

Key Competencies:

  • Effective workload management.
  • Strong communication skills, both oral and written, with excellent interpersonal abilities.
  • Exceptional organizational skills with acute attention to detail.
  • Ability to handle multiple tasks concurrently, prioritize work, and take direction from multiple team members.
  • Strong analytical and problem-solving skills.
  • Capability to work quickly and accurately to meet deadlines.
  • Basic understanding of financial planning and investment concepts.
  • Familiarity with insurance, estate planning, and tax principles.
  • Proficiency in Microsoft Office Suite, including Excel.

Education and Credentials:

  • Currently pursuing a bachelor's degree and ideally will be a rising junior or senior come summer 2025.
  • Demonstrates an extraordinary client service attitude.
  • Team player who can assist, mentor, and inspire others.
  • Upholds high standards of professionalism, ethics, and integrity.
  • Maintains strict confidentiality regarding 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 Private Wealth LLC 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 Private Wealth LLC 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 Private Wealth LLC will require proof of work authorization.
  • Corient Private Wealth LLC 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 Private Wealth LLC'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:

  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient Private Wealth LLC
  • 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 Private Wealth LLC 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.

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