Join a team that values your ambition and empowers your growth
At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
Responsibilities
Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
Completes financial plans, investment reports, tax and estate analysis as requested
Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
Data and information gathering
Brings forth observations to Lead Advisors regarding clients
Limited oversight on simple projects and plans
Observing and learning complex planning
Attends networking events and begins to build relationships in the community and with COI peers
Qualifications & Requirements
Basic level knowledge of financial planning, investment, and client relationship skills
Seeks to learn and develop skills
Research and Input data related to financial projections and investment analysis
Supports client service teams to ensure client experience exceeds expectations
Works to develop the essential communication, technical and social skills to support the client relationships
Works under close supervision and guidance with narrowly defined limits of authority
Attends networking events and begins to build relationships in the community
Bachelors' degree in related field and working towards obtaining CFP credentials
Typically, 0-3 years’ experience
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $121,000 - $159,500 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
This position may require the ability to lift up to 15 pounds.
This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
Corient participates in E-Verify and will provide the federal government with your Form I-9…