Wealth Analyst

## Wealth Analyst Apply locations:
US-CO-Denver-200 Clayton
-0300time type:
Full time posted on:
Posted Todayjob requisition :
JR5788
** 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 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.

If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
** 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 the essential communication, technical and social skills to support the client relationships
* Work under close supervision and guidance with narrowly defined limits of authority
* 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, Docu Sign, 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
* Bachelors' degree in related field and working towards obtaining CFP credentials
* Typically, 0-3 years’ experience
** Competencies listing for Job Family
*** Accessibility* Communication
* Coordination* Follow Through
* Proactive* Service
* This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
* This position is over-time exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $60,300-$74,000 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.
* This position may require the ability to lift up to 15 pounds.
* This position is 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. 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 will require 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…