Wealth Planner

Responsibilities Increase level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors. Complete financial plans, investment reports, tax and estate analysis as requested. Spend the vast majority of the time preparing for and participating in client meetings, documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor. Gather data and information. Bring forth observations to Lead Advisors regarding clients. Limited oversight on simple projects and plans. Observe and learn complex planning. Attend networking events and begin 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. 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 Colorado. The pay range for this position is $75,000–$100,000 USD per year. 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. The position may require the ability to lift up to 15 pounds and requires onsite work four days per week. U.S. Eligibility Requirements Must be 18 years of age or older and have unrestricted work authorization to work in the United States. Benefits 401(k) Plan with Employer Matching Four Medical Plan options that are 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 Volunteer days (giving back to the community) Equal Opportunity Employer 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. #J-18808-Ljbffr Corient Services LLC