Corient · 2 months ago
Wealth Planner
Dallas, TX
Full-time
Onsite
New Grad, Entry Level
$80K/yr - $110K/yrCorient is one of the fastest-growing wealth management platforms in the United States, serving ultra-high/high-net-worth individuals and families. The Wealth Planner is responsible for managing client service experiences, coordinating with the service team, and developing comprehensive financial plans based on client needs.
AdviceConsultingWealth Management
No H1B
Responsibilities
In conjunction with the Wealth Advisor, the Wealth Planner is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team
Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets
Be familiar with the core competencies of financial planning – cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and what role they play within a client’s long-term financial plan
Understand firm’s wealth management process
Demonstrate ability to gather appropriate data and client information for plan development
Become an expert with financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients
Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio
Provide meaningful support in development of analysis for new client proposals
Support ongoing portfolio monitoring and account maintenance and proactively identify action items
Provide prompt follow-up to client meetings when applicable, completing action items with direction from the Wealth Advisor
Effectively utilize Salesforce to ensure client information is up-to-date and coordinated among client service team
Demonstrate ability to support advisors by completing Salesforce tasks and processes effectively and efficiently
Act as back-up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews
Understand and effectively utilize internal and external resources
Qualification
Required
Bachelor's degree from an accredited institution
CFP® certification required
Must be highly flexible and keep confidential all client and firm matters
Strong analytical mindset, attention to detail, and problem-solving abilities
Collaborative team player with a proactive approach to work
Preferred
Experience with MGP, eMoney, Holistiplan, Salesforce a plus
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Must be a goal-oriented team player with a ‘no job is beneath me' attitude
Able to work independently
Enjoy being part of a team
Above average knowledge of Microsoft Excel and Word
Benefits
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 the community - Volunteer days
Company
Corient
Corient offers wealth management and consulting services.
Founded in 2015
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Nimesh Patel
Partner, Chief Technology Officer
Andrew Walsh, CPA, CFP®, CTFA
Manager of Personal CFO Services
Recent News
2025-10-03
2025-09-29
Company data provided by crunchbase