Associate Wealth Planner

Company: Corient Private Wealth LLC.
Location: Newport Beach
Posted on: March 8, 2025

Job Description:

Join a team that values your ambition and empowers your growthAt 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

• Research and input data related to financial projections and investment analysis.
• Support client service teams to ensure client experience exceeds expectations.
• Develop essential communication, technical, and social skills to support client relationships.
• Work under close supervision and guidance with narrowly defined limits of authority.
• Attend networking events and begin to build relationships in the community.
• Seek to learn and develop skills.
• Follow through on requests and communicate delays.Qualifications & Requirements
• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• Effective communication skills, both orally and in writing.
• Strong attention to detail with a high degree of accuracy and consistency.
• High standards of professionalism and confidentiality.
• Bachelor's degree in a related field and working towards obtaining CFP credentials.
• Typically, 0-3 years' experience.Competencies
• Accessibility
• Communication
• Coordination
• Follow Through
• Proactive
• ServiceThis 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 InformationThis position is overtime exempt and is paid according to the laws of the State of California. The pay range for this position is $65,800 - $106,000 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 RequirementsThis 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 be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of
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Keywords: Corient Private Wealth LLC., Newport Beach , Associate Wealth Planner, Other , Newport Beach, California