Wealth Planner

4 days ago

Red Oak, North Carolina, United States Corient Private Wealth LLC Full time
About Corient Private Wealth LLC

Corient Private Wealth LLC is a leading wealth management platform that serves more than 10,000 clients and manages over $100 billion of assets. 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.

Job Description

We are seeking a highly motivated and detail-oriented Wealth Planner to join our team. As a Wealth Planner, you will be responsible for providing exceptional client service, building and maintaining relationships with clients, and delivering tailored financial solutions to meet their needs.

Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their goals, risk tolerance, and financial situation.
  • Conduct regular reviews and updates of client financial plans, ensuring that they remain aligned with their changing needs and goals.
  • Provide expert advice on investment strategies, tax planning, and estate planning to clients.
  • Collaborate with other members of the team to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry trends, regulatory changes, and best practices in wealth management.
Requirements
  • Bachelor's degree in a related field, such as finance, accounting, or economics.
  • Minimum of 2 years of experience in wealth management or a related field.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in financial planning software and tools.
What We Offer
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a team of experienced professionals.

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