Senior Wealth Analyst

About the role

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.

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 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 observations to Lead Advisors regarding clients
• Provide 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

Requirements

• Bachelor’s degree
• Working towards CFP or CFA designation
• Minimum of 2-4 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

Skills

• 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

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options 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 to give back to the community

Schedule

This position is required to work onsite 4 days per week.

Physical Requirements

• Work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer
• Ability to lift up to 15 pounds

Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.