Wealth Analyst

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, DocuSign, 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
• 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 be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
• What You Can Expect from Us
• Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Acc

Benefits

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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