Corient · 1 day ago
Associate Wealth Planner
St. Petersburg, FL
Full-time
Onsite
New Grad, Entry Level
0+ years expCorient is a rapidly growing wealth management platform that assists high- and ultra-high-net-worth individuals and families in preserving their wealth. The Associate Wealth Planner will be part of wealth management teams, providing exceptional service and support to clients while developing communication and technical skills.
FinanceConsultingProfessional ServicesAdviceWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Research and Input data related to financial projections and investment analysis
Support client service teams to ensure client experience exceeds expectations
Work to develop the essential communication, technical and social skills to support the client relationships
Work under close supervision and guidance with narrowly defined limits of authority
Attend networking events and begins to build relationships in the community
Seek to learn and develop skills
Follow through on requests and communicate delays
Qualification
Required
Basic level knowledge of financial planning, investment, and client relationship skills
Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Experience with custodian interaction
Communicate effectively, both orally and in writing
Strong attention to detail with a high degree of accuracy and consistency
High standards of professionalism and confidentiality
Bachelors' degree in related field and working towards obtaining CFP credentials
Typically, 0-3 years' experience
Must be 18 years of age or older
Must have unrestricted work authorization to work in the United States
Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement
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
Company data provided by crunchbase