Financial Planning Professional
2 days ago
At Corient Private Wealth LLC, we're dedicated to empowering talented individuals to excel in their careers. As a Financial Planning Professional, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.
Key Responsibilities:- Develop a deep understanding of industry concepts and financial planning principles.
- Collaborate with advisors to create comprehensive financial plans and investment portfolios.
- Utilize advanced financial planning software, such as MoneyGuide Pro, to analyze client data and develop tailored solutions.
- Provide exceptional client service, ensuring timely and accurate responses to client inquiries.
- Work closely with the Central Portfolio Management team to ensure seamless trade execution and portfolio rebalancing.
- Stay up-to-date with industry developments and best practices, applying this knowledge to drive business growth and client satisfaction.
- Bachelor's degree from an accredited institution.
- CFP certification or equivalent industry credential preferred.
- Series 65 license or equivalent preferred.
- Minimum 1 year of experience in financial services or a related field.
- Excellent communication, analytical, and organizational skills.
- Ability to work independently and as part of a team.
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
- Recognition and rewards for outstanding performance.
We're committed to creating a safe, healthy, and respectful work environment that fosters individual and company success. If you're passionate about financial planning and dedicated to delivering exceptional results, we encourage you to apply for this exciting opportunity.
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