Wealth Planner

5 days ago Be among the first 25 applicants 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 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. Financial planning and investment principles, including processes and procedures Proficiency with back-office process and custodians Additional Job Description Additional Job Description 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. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function 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. Senior Associate - Special Situations (Atlanta) Atlanta, GA $126,820.00-$149,200.00 2 weeks ago Atlanta, GA $60,000.00-$100,000.00 3 weeks ago Atlanta, GA $143,905.00-$169,300.00 1 week ago Atlanta, GA $125,000.00-$145,000.00 3 days ago Sr Manager, Wealth Advisor - Schwab Wealth Advisory Sr Manager, Wealth Advisor - Schwab Wealth Advisory Atlanta, GA $150,000.00-$500,000.00 1 week ago Atlanta Metropolitan Area $150,000.00-$500,000.00 5 days ago Relationship Manager – Wealth Management Atlanta, GA $85,000.00-$110,000.00 5 days ago Sr Manager, Wealth Advisor - Schwab Wealth Advisory Head of ETF Specialists, Institutional, and Wealth Platforms Atlanta, GA $250,000.00-$295,000.00 1 hour ago Atlanta, GA $130,000.00-$200,000.00 1 month ago Relationship Manager - Wealth Management Atlanta, GA $85,000.00-$120,000.00 1 month ago Citi Private Bank - UHNW Investment Counselor - Director / MD Atlanta, GA $200,000.00-$500,000.00 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 Corient