Senior Wealth Analyst

About the Company

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 preserving their wealth for future generations and providing for the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

• Increase level of financial planning and investment knowledge through practice and advance 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 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 forth observations to Lead Advisors regarding clients.
• Provide limited oversight on simple projects and plans.
• Observe and learn complex planning.
• Attend networking events and begin building relationships in the community and with COI peers.

• Bachelor's degree.
• CFP® certification required.
• Minimum 2–3 years’ experience.
• Proficiency in Microsoft Office, especially Excel.
• Strong integrity and ability maintain confidentiality.
• Excellent team player with strong communication skills.
• Detail‑oriented with excellent analytical and organizational abilities.
• 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.

• Salesforce.
• Portfolio Accounting Software.
• Docu Sign.
• Microsoft Suite.
• Planning & Investment Software.
• Proficiency with back‑office process and custodians.

This position requires the physical capabilities to work in an office environment, including prolonged periods of sitting at a desk and working on a computer. It may require the ability to lift up to 15 pounds and requires onsite work 4 days per week.

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.

The pay range for this position is $80,000–$110,000 USD per year.

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer‑paid dental, vision and life/AD&D insurance.
• Employer‑paid short‑term and long‑term disability.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent‑care FSA.
• Commuter and transit FSA.
• Corporate discount program (Perkspot).
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

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.