Opportunity sourced from the Official SkillBridge website. Not endorsed by the Department of Defense.
Opportunity for serious candidates to participate in a tailored Skillbridge internship in wealth management. 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.
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 Estate 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: Demonstrated progress toward CFP® designation preferred.Understanding of tax, investments, and estate planning preferred. Proficient project management and presentation skills. Professional business acumen and enhanced communication skills. Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team Detail-oriented with excellent analytical and organization skillsHigh emotional intelligence and situational awareness A proactive approach to work, with the ability to take ownership of projects and see them through to completion 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.
Corient has many offices across the country. Some may have greater capacity and interest in a Skillbridge fellow than others. In all cases, a thorough application process helps us optimize the chances of a good fit.
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Corient has many offices across the country. Some may have greater capacity and interest in a Skillbridge fellow than others. In all cases, a thorough application process helps us optimize the chances of a good fit.
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