Wealth Planning Professional

3 weeks ago


Peachtree City, Georgia, United States Corient Private Wealth LLC Full time
Unlock Your Potential with Corient Private Wealth LLC

At Corient Private Wealth LLC, we're dedicated to empowering talented individuals to excel in their careers. As a Wealth Planning Intern, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.

Key Responsibilities:
  • Prepare comprehensive financial plans, including projections, statements, and reports.
  • Analyze and summarize complex financial data, identifying key trends and areas for improvement.
  • Assist in developing customized financial planning templates and presenting them to clients.
  • Conduct research on financial planning topics and stay up-to-date on industry developments.
  • Manage client and firm documents, ensuring seamless communication and collaboration.
  • Contribute to firm projects and initiatives, driving growth and innovation.
Requirements:
  • Pursuing a bachelor's degree, with a focus on finance, accounting, or a related field.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Strong analytical and problem-solving skills, with attention to detail and a commitment to accuracy.
  • Proficiency in Microsoft Office Suite, including Excel, and ability to learn new software and systems quickly.
What We Offer:
  • A dynamic and supportive work environment, with opportunities for growth and development.
  • A competitive salary and benefits package, including health insurance, retirement plan, and paid time off.
  • Professional development opportunities, including training and education programs.
  • A collaborative and inclusive team culture, with a focus on diversity, equity, and inclusion.

At Corient Private Wealth LLC, we're committed to creating a workplace that's inclusive, supportive, and empowering. If you're passionate about finance and dedicated to excellence, we encourage you to apply for this exciting opportunity.



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