Financial Planning Professional

2 weeks ago


Detroit, Michigan, United States Corient Private Wealth LLC Full time
Key Responsibilities

As a Financial Planning Professional at Corient Private Wealth LLC, you will be responsible for building a foundational understanding of industry and concepts related to financial planning, investments, insurance, and financial markets.

You will be familiar with the core competencies of financial planning, including cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and their role within a client's long-term financial plan.

You will understand the firm's wealth management process and demonstrate the ability to gather appropriate data and client information for plan development.

You will become an expert with MoneyGuide Pro (MGP) / eMoney financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients.

Qualifications & Requirements

To be successful in this role, you will need a Bachelor's degree from an accredited institution and be a candidate for CFP certification or other financial services industry credential.

A Series 65 license is preferred, or taken within 90 days of hire. You will also have a minimum of 1 year's experience and be proficient in Microsoft Excel and Word.

You will be a goal-oriented team player with a 'no job is beneath me' attitude and be community service driven and charitably minded.

What We Offer

At Corient Private Wealth LLC, we offer a comprehensive benefits package, including a 401(k) plan with employer matching, four medical plan options, and employer-paid dental, vision, and life insurance.

We also offer paid maternity and parental leave, flexible spending accounts, and a corporate discount program. Our team is committed to fully utilizing the abilities of all employees and expects each employee to honor this commitment in their daily responsibilities.

We are an equal opportunity employer and welcome applications from diverse candidates.



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