Wealth Analyst

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

• Basic level knowledge of financial planning, investment, and client relationship skills
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, 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
• Proficiency with back-office process and custodians

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

This position is exempt and is paid according to the laws of the State of California or Utah depending on final position location. The pay range for this position is $65,800 - $106,000.00 USD per year.

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.

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
• Volunteer days

Corient’s Commitment to Diversity and Inclusion

• We are an equal opportunity employer
• We are committed to fully utilizing the abilities of all our employees