Wealth Analyst

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 essential communication, technical, and social skills to support client relationships.
• Attend networking events and begin building relationships in the community.
• Seek to learn and develop skills.
• Follow through on requests and communicate delays.

Qualifications & Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• Effective communication, both orally and in writing.
• Strong attention to detail with a high degree of accuracy and consistency.
• High standards of professionalism and confidentiality.
• Bachelor's degree in related field and working towards obtaining CFP credentials.
• Typically, 0-3 years’ experience.

Competencies

• Accessibility
• Communication
• Cordination
• Follow Through
• Proactive Service

Physical Requirements

• Office environment, which may include prolonged periods of sitting at a desk and working on a computer.
• The ability to lift up to 15 pounds.
• Required to work onsite 4 days per week.

U.S. Eligibility Requirements

• 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.

What You Can Expect From Us

• 401(k) Plan with Employer Matching
• Four Medical Plan options that are generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Paid Maternity & Parental Leave
• Paid Professional Designations
• Volunteer days

Company Information

• Corient is one of the fastest-growing wealth management platforms in the United States.
• We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets.
• We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
• We are an equal opportunity employer.