Job Details

Join to apply for the Wealth Planner role at Corient. Corient helps high- and ultra‑high‑net‑worth individuals and families enjoy a full life while preserving their wealth for future generations. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are looking for talented and motivated individuals to join our team.

Responsibilities

• Develop and expand knowledge of financial planning, investment strategies, financial markets, and client service through hands‑on experience and collaboration with planning teams and lead advisors.
• Observe and learn advanced planning techniques to support long‑term professional growth.
• Gather, review, and analyze client financial data to support the development of comprehensive financial plans and strategies.
• Independently complete straightforward financial planning analyses and projects with accuracy and attention to detail.
• Provide meaningful insights and observations to Lead Advisors to inform planning decisions and enhance client relationships.
• Prepare materials and documentation for client meetings, ensuring accuracy and relevance.
• Participate in client meetings, document action items, and coordinate timely execution of follow‑up tasks in partnership with Associate Wealth Advisors and/or Wealth Advisors.
• Learn and effectively use financial planning software to update and revise plans and reports based on advisor feedback.
• Utilize internal systems and technology platforms (e.g., Salesforce) to maintain accurate client records and ensure coordination across advisory and client service teams.
• Support ongoing portfolio monitoring and account maintenance, proactively identifying and addressing action items.
• Work with asset custodians to accurately complete and manage related paperwork and administrative tasks.
• Collaborate with advisory and client service teams to ensure all client deliverables are met efficiently and effectively.
• Understand and apply the firm's wealth management philosophy, planning process, and service standards.
• Leverage internal and external resources to enhance client service and planning outcomes.
• Attend industry and community networking events to begin building relationships with Centers of Influence (COIs) and professional peers.
• Contribute to the development of new client proposals through research, analysis, and presentation support.

Qualifications and Requirements

• Bachelor's degree in a related field.
• CFP® certification required.
• 3–5 years of experience in financial planning or wealth management.
• Strong knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• Effective oral and written communication skills.
• Strong attention to detail with a high degree of accuracy and consistency.
• High standards of professionalism and confidentiality.
• Proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Pay Information

This position is exempt and is paid according to the laws of the State of California. The pay range for this position is $80,300–$129,500 USD per year.

Physical Requirements

The position requires working in an office environment, including prolonged periods of sitting at a desk and working on a computer. Lifting up to 15 pounds may be required. The position requires onsite work four days per week. Reasonable accommodations will be made where possible.

What You can Expect from Us

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer‑paid dental, vision, life, AD&D, short‑term and long‑term disability insurance.
• Maternity & parental leave.
• Flexible Spending Accounts & Health Savings Accounts.
• Dependent Care FSA.
• Commuter & Transit FSA.
• Corporate discount program – Perkspot.
• Training reimbursement.
• Paid professional designations.
• Giving back to the community through volunteer days.

Equal Opportunity Employer

Corient is an equal opportunity employer. All candidates will be recruited and selected without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information, or any other basis prohibited by law.