Financial Planning Associate
4 hours ago
At Corient Private Wealth LLC, we're seeking a detail-oriented Financial Planning Associate to support our wealth management team in providing exceptional service and advice to our clients. As a key member of our team, you'll be responsible for ensuring the timely completion of assigned tasks related to client records, coordinating oral and written communications, and preparing quarterly client portfolio reports.
Key Responsibilities:
Ensure the accuracy of client reports
Prepare account applications and general account maintenance
Assist in the portfolio rebalancing process
Complete special projects
Requirements:
Bachelor's degree in financial planning or finance
1-3 years of experience in the financial planning field
Proficiency in Microsoft Office applications
Experience working with Web-enabled applications and database software
We Offer:
A dynamic and supportive work environment
Opportunities for professional growth and development
A competitive salary and benefits package
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