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.

• Research and input data related to financial projections and investment analysis.
• Support client service teams to ensure client experience exceeds expectations.
• Develop essential communication, technical and social skills to support client relationships.
• Work under close supervision and guidance with narrowly defined limits of authority.
• Attend networking events and build relationships in the community.
• Seek to learn and develop skills.
• Follow through on requests and communicate delays.

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• Strong attention to detail with a high degree of accuracy and consistency.
• High standards of professionalism and confidentiality.
• Bachelor’s degree in a related field and working towards obtaining CFP credentials.
• Typically 0‑3 years’ experience.
• Proficiency with Salesforce, Portfolio Accounting Software, Docu Sign, Microsoft Suite, and Planning Software.
• Excellent communication skills, both oral and written.
• Competencies:
  
  accessibility, communication, coordination, follow‑through, proactive service.

Work in an office environment, with prolonged periods of sitting at a desk and using a computer. Ability to lift up to 15 pounds. Required to work onsite four days per week.

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• U.S. employment opportunities are limited to U.S. citizens or permanent residents.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

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.

• 401(k) Plan with Employer Matching
• Four Medical Plan options subsidized by Corient
• Employer-paid Dental, Vision and Life & AD&D Insurance
• Employer-paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program – Perkspot
• Training Reimbursement
• Paid Professional Designations
• Volunteer days