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Corient · 1 month ago

Wealth Planner

Denver, CO

Full-time

Onsite

Entry, Mid Level

$75K/yr - $85K/yr

2+ years exp

Corient is one of the fastest-growing wealth management platforms in the United States, helping high- and ultra-high-net-worth individuals preserve their wealth. The Wealth Planner will be responsible for completing financial plans, preparing for client meetings, and assisting Wealth Advisors in providing exceptional service to clients.

AdviceConsultingWealth Management

H1B Sponsor Likely

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

Qualification

CFP certificationFinancial planningInvestment principlesMicrosoft ExcelSalesforcePortfolio Accounting SoftwareDocuSignAnalytical abilitiesProactive approachTeam playerCommunicationDetail-orientedOrganizational abilities

Required

Bachelor's degree

CFP® certification required

Minimum of 2-3 years' experience

Proficiency in Microsoft Office, especially Excel

Strong integrity and ability to maintain confidentiality

Excellent team player with strong communication skills

Detail-oriented with excellent analytical and organizational abilities

A proactive approach to work, with the ability to take ownership of projects and see them through to completion

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

Miami, Florida, USA

1001-5000 employees

https://corient.com

H1B Sponsorship

Corient has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2024 (2)