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Senior UHNW Wealth Analyst — Onsite 4 Days/Week
Job in
Schaumburg, Cook County, Illinois, 60159, USA
Listed on 2026-08-22
Listing for:
ci
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Analyst, Portfolio & Asset Management
Job Description & How to Apply Below
Corient in Illinois seeks a Wealth Planning Analyst to collect and analyze client financial information, prepare plans and recommendations for review by Wealth Strategist or Wealth Advisor. You will support tax, estate planning, and charitable gifting considerations, and prepare investment portfolio suggestions.
Ideal candidates have 3–5 years in wealth management, a Bachelor's in finance or related field, and preferably CFP designation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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