Wealth Analyst

Overview

Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. They play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills.

Responsibilities

• Research and input data related to financial projections and investment analysis
• Serve as a liaison between client service teams and internal departments
• Support client service teams to ensure client experience exceeds expectations
• Work to develop the essential communication, technical and social skills to support the client relationships
• Attend networking events and begins to build 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
• 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

Competencies

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

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
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents
• Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill
• Corient requires proof of work authorization
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
• If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

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
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days

About Corient

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. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.