Wealth Analyst

Responsibilities

• Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.
• Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients.
• Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include:
• Tax planning
• Estate planning
• Insurance recommendations
• Charitable gifting
• College planning
• Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.
• Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans that align with clients' objectives.
• Conduct investment asset class research.
• Compile, enter, and monitor CRM workflows related to client financial planning requests.
• Support the Wealth Planning Team.
• Qualifications & Requirements
• Possess:
• 3-5 years of wealth management experience, preferably in the ultra-high net worth market;
• Bachelor's degree in financial planning, Finance, Accounting, or Business Administration; and
• CFP® designation preferred.
• Strong understanding of tax, investments, and estate planning.
• Strong investment research skills.
• Proficient project management and presentation skills.
• Professional business acumen and enhanced communication skills.
• Solid understanding of eMoney for planning software
• Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
• Competencies listing for Job Family
• Developing others
• Relationship/Practice Management
• Detail-oriented with excellent analytical and organization skills
• Communicate effectively, both orally and in writing
• High emotional intelligence and situational awareness
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion
• Pay Information
• 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.

Additional Information

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.

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