Corient
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$100,000.00/yr - $115,000.00/yr 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 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. Qualifications & Requirements 4 to 6 years of wealth management experience, preferably in the ultra-high net worth market; Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and Strong understanding of tax, investments, and estate planning. 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 Competencies listing for Job Family Developing others Relationship/Practice Management Detail-oriented with excellent analytical and organization skills Communicate effectively, both orally and in writing High emotional intelligence and situational awareness A proactive approach to work, with the ability to take ownership of projects and see them through to completion Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 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 Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Corient by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Wealth Manager” roles.
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$100,000.00/yr - $115,000.00/yr 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 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. Qualifications & Requirements 4 to 6 years of wealth management experience, preferably in the ultra-high net worth market; Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and Strong understanding of tax, investments, and estate planning. 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 Competencies listing for Job Family Developing others Relationship/Practice Management Detail-oriented with excellent analytical and organization skills Communicate effectively, both orally and in writing High emotional intelligence and situational awareness A proactive approach to work, with the ability to take ownership of projects and see them through to completion Physical Requirements This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week. U.S. Eligibility Requirements Must be 18 years of age or older. Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation. Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization. Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure. What You Can Expect From Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through: 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 Training Reimbursement Paid Professional Designations Giving back to the community - Volunteer days Corient is an integrated national U.S. wealth management firm providing comprehensive solutions to ultra-high-net-worth and high-net-worth clients. We combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of experienced advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we put our clients at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing lasting legacies. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law. Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Corient by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Wealth Manager” roles.
Chicago, IL $40,000.00-$65,000.00 6 days ago Northbrook, IL $130,000.00-$175,000.00 2 weeks ago Chicago, IL $90,000.00-$100,000.00 2 weeks ago Chief Investment Officer, Wealth Management
Chicago, IL $400,000.00-$550,000.00 2 weeks ago Chicago, IL $175,000.00-$225,000.00 8 hours ago Investment Executive (Financial Advisor) Downtown Chicago
Chicago, IL $130,000.00-$150,000.00 4 days ago Greater Chicago Area $150,000.00-$200,000.00 5 days ago Asset & Wealth Management, Client Solutions Group, Regional Consultant, Associate - Chicago
Chicago, IL $75,000.00-$80,000.00 2 weeks ago Chicago, IL $75,000.00-$150,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Chicago Downtown
J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
J.P. Morgan Wealth Management National Branch Personal Advisor - Chicago
Wheaton, IL $94,000.00-$163,000.00 4 days ago Asset & Wealth Management, Private Bank, Advisor Engagement, Vice President - Chicago
Chicago, IL $85,000.00-$240,000.00 6 days ago Financial Advisor - Endowments and Foundations
Chicago, IL $100,000.00-$130,000.00 2 weeks ago Asset & Wealth Management - Private Wealth Management - Vice President, Private Wealth Advisor - Chicago/Detroit
Chicago, IL $85,000.00-$240,000.00 1 week ago Asset & Wealth Management, Strategic Marketing Manager, Vice President - Chicago
Chicago, IL $110,000.00-$230,000.00 1 week ago Greater Chicago Area $112,000.00-$210,000.00 12 hours ago Chicago, IL $102,000.00-$190,000.00 2 weeks ago Chicago, IL $265,000.00-$320,000.00 3 weeks ago Greater Chicago Area $150,000.00-$500,000.00 2 weeks ago Asset & Wealth Management, Equity Product Marketing, Vice President - Chicago
Chicago, IL $125,000.00-$250,000.00 1 week ago 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