Senior Wealth Analyst
About the role
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.
Responsibilities
- Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
- Completes financial plans, investment reports, tax and estate analysis as requested
- Vast majority of time is spent preparing for and in client meetings, documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
- Data and information gathering
- Bridges observations to Lead Advisors regarding clients
- Limited oversight on simple projects and plans
- Observing and learning complex planning
- Attends networking events and begins 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
- A 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
Pay Information
The pay range for this position is $80,000-100,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
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. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
U.S. Eligibility Requirements
- Must be 18 years of age or older
- Must have unrestricted work authorization to work in the United States
What You Can Expect From Us
- 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
- Paid Professional Designations
- Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success