Associate Wealth Planner Position Available In Palm Beach, Florida

Associate Wealth Planner
locations
US-FL-Jupiter-150 South US Highway 1-501
time type
Full time
posted on
Posted 9 Days Ago
time left to apply

End Date:

June 1, 2025 (21 days left to apply)
job requisition id
JR3614
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 andmunities 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 apany that values your contributions and supports your growth, we would like to meet you.
This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services. Responsibilities
Basic level knowledge of financial planning, investment, and client relationship skills
Seeks to learn and develop skills
Researches, inputs data and prepares financial projections and investment analysis
Supports team to ensure client experience exceeds expectations
Working to develop the essentialmunication, 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 themunity
Qualifications & Requirements
Bachelor’s degree
Working towards obtaining CFP credentials preferred.
0-3 years experience
Competencies
Basic financial planning and investment principles

Technology:

Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Experience with custodian interaction
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 aputer. Corient seeks to make reasonable amodations 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 successfulpletion of a background investigation.
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 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer andpleted the Form I-9.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
401(k) Plan with Employer Matching Four Medical Plan options that is generously subsidized by Corient
Employer paid Dental, Vision & Life and AD&D Insurance Employer paid Short-term & Long-term Disability Paid 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 themunity – Volunteer days
Corient is an integrated national U.S. wealth management firm providingprehensive solutions to ultra-high-net-worth and high-net-worth clients. Webine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual andpany success. We aremitted to fully utilizing the abilities of all our employees and expect each of our employees to honor thismitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed 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.