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Corient · 4 hours ago

Wealth Planner

San Francisco, CA

Full-time

Onsite

Mid Level

$80K/yr - $130K/yr

3+ years exp

Corient is one of the fastest-growing wealth management platforms in the United States, serving more than 10,000 clients and managing over $100 billion in assets. The Wealth Planner role involves developing financial plans for high-net-worth individuals and families, collaborating with advisors, and ensuring excellent client service through detailed financial analysis and planning strategies.

AdviceConsultingWealth Management

H1B Sponsor Likely

Responsibilities

Develop and expand knowledge of financial planning, investment strategies, financial markets, and client service through hands-on experience and collaboration with planning teams and lead advisors

Observe and learn advanced planning techniques to support long-term professional growth

Gather, review, and analyze client financial data to support the development of comprehensive financial plans and strategies

Independently complete straightforward financial planning analyses and projects with accuracy and attention to detail

Provide meaningful insights and observations to Lead Advisors to inform planning decisions and enhance client relationships

Prepare materials and documentation for client meetings, ensuring accuracy and relevance

Participate in client meetings, document action items, and coordinate timely execution of follow-up tasks in partnership with Associate Wealth Advisors and/or Wealth Advisors

Learn and effectively use financial planning software to update and revise plans and reports based on advisor feedback

Utilize internal systems and technology platforms (e.g., Salesforce) to maintain accurate client records and ensure coordination across advisory and client service teams

Support ongoing portfolio monitoring and account maintenance, proactively identifying and addressing action items

Work with asset custodians to accurately complete and manage related paperwork and administrative tasks

Collaborate with advisory and client service teams to ensure all client deliverables are met efficiently and effectively

Understand and apply the firm’s wealth management philosophy, planning process, and service standards

Leverage internal and external resources to enhance client service and planning outcomes

Attend industry and community networking events to begin building relationships with Centers of Influence (COIs) and professional peers

Contribute to the development of new client proposals through research, analysis, and presentation support

Qualification

CFP® certificationFinancial planningInvestment strategiesSalesforcePortfolio Accounting SoftwarePlanning SoftwareDocuSignClient relationship skillsProfessionalismProactive approachAttention to detailCommunication skills

Required

Bachelors' degree in related field

CFP® certification required

3-5 years' experience

Strong knowledge of financial planning, investment, and client relationship skills

Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Experience with custodian interaction

Communicate effectively, both orally and in writing

Strong attention to detail with a high degree of accuracy and consistency

High standards of professionalism and confidentiality

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)