Corient
Join to apply for the
Wealth Planner
role at
Corient 3 days ago Be among the first 25 applicants Join to apply for the
Wealth Planner
role at
Corient Description 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 and communities 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 a company that values your contributions and supports your growth, we would like to meet you.
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
Qualifications & Requirements
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.
Competencies
Financial planning and investment principles, including processes and procedures
Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
Proficiency with back-office process and custodians
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Pay Information This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $75,000-85,000 USD per year.
We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Other Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Corient by 2x Sign in to set job alerts for “Wealth Manager” roles.
Skokie, IL $60,000.00-$85,000.00 3 days ago Chicago, IL $75,000.00-$90,000.00 3 days ago Chicago, IL $90,000.00-$100,000.00 2 weeks ago Northbrook, IL $130,000.00-$175,000.00 4 days ago Chicago, IL $100,000.00-$115,000.00 3 weeks ago Chief Investment Officer, Wealth Management
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Wealth Planner
role at
Corient 3 days ago Be among the first 25 applicants Join to apply for the
Wealth Planner
role at
Corient Description 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 and communities 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 a company that values your contributions and supports your growth, we would like to meet you.
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
Qualifications & Requirements
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.
Competencies
Financial planning and investment principles, including processes and procedures
Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
Proficiency with back-office process and custodians
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. Pay Information This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $75,000-85,000 USD per year.
We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Other Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Corient by 2x Sign in to set job alerts for “Wealth Manager” roles.
Skokie, IL $60,000.00-$85,000.00 3 days ago Chicago, IL $75,000.00-$90,000.00 3 days ago Chicago, IL $90,000.00-$100,000.00 2 weeks ago Northbrook, IL $130,000.00-$175,000.00 4 days ago Chicago, IL $100,000.00-$115,000.00 3 weeks ago Chief Investment Officer, Wealth Management
Chicago, IL $400,000.00-$550,000.00 2 weeks ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL $75,000.00-$80,000.00 2 weeks ago Wheaton, IL $94,000.00-$163,000.00 1 week ago Chicago, IL $175,000.00-$225,000.00 2 weeks ago Chicago, IL $75,000.00-$150,000.00 1 month ago Greater Chicago Area $150,000.00-$200,000.00 3 weeks ago Chicago, IL $130,000.00-$150,000.00 1 day ago Wealth Regional Director - Chicago (C16)
Chicago, IL $250,000.00-$500,000.00 2 weeks ago Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago
Chicago, IL $85,000.00-$240,000.00 2 days ago J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
Chicago, IL $100,000.00-$100,000.00 1 week ago Financial Advisor - Endowments and Foundations
Chicago, IL $100,000.00-$130,000.00 2 weeks ago Chicago, IL $50,000.00-$100,000.00 4 days ago Chicago, IL $139,230.00-$163,800.00 1 week ago Chicago, IL $75,000.00-$80,000.00 1 week ago Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/Detroit
Chicago, IL $85,000.00-$240,000.00 3 days ago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago
Chicago, IL $110,000.00-$230,000.00 1 week ago Chicago, IL $65,000.00-$70,000.00 1 week ago Chicago, IL $102,000.00-$190,000.00 1 week ago Chicago, IL $180,000.00-$300,000.00 6 days ago J.P. Morgan Wealth Management - Private Client Advisor - Chicago, IL
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr