Associate Wealth Planner

Job description

Join a team that values your ambition and empowers your growth 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. Overview: Associate Wealth Planners are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Associate Wealth Planners play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills. 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...