Corient · 13 hours ago
Wealth Planner
New York, NY
Full-time
Onsite
Mid Level
$80K/yr - $120K/yr
3+ years expCorient is a wealth management platform that assists high- and ultra-high-net-worth individuals and families in preserving their wealth and establishing lasting legacies. The Wealth Planner role involves analyzing client financial information, preparing financial plans, and collaborating with team members to develop comprehensive strategies that align with client objectives.
AdviceConsultingWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation
Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients
Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include: Tax planning, Estate planning, Insurance recommendations, Charitable gifting, College planning
Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives
Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items
Prepare and review investment portfolio recommendations for prospects and clients
Collaborate with senior team members to develop comprehensive financial plans that align with clients’ objectives
Conduct investment asset class research
Compile, enter, and monitor CRM workflows related to client financial planning requests
Support the Wealth Planning Team
Qualification
Required
3-5 years of wealth management experience, preferably in the ultra-high net worth market
Bachelor's degree in financial planning, Finance, Accounting, or Business Administration
Strong understanding of tax, investments, and estate planning
Strong investment research skills
Proficient project management and presentation skills
Professional business acumen and enhanced communication skills
Solid understanding of eMoney for planning software
Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
Preferred
CFP® designation preferred
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.
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
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