Senior Wealth Analyst
Corient Private Wealth LLC.
- # Senior Wealth AnalystApplylocations: Columbus, OHtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR5611**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:* Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors* Completes financial plans, investment reports, tax and estate analysis as requested* Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor* Data and information gathering* Brings forth observations to Lead Advisors regarding clients* Limited oversight on simple projects and plans* Observing and learning complex planning* Attends networking events and begins to build relationships in the community and with COI peers**Qualifications & Requirements:*** Bachelor's degree* CFP certification required* Minimum of 2-3 years’ experience* Proficiency in Microsoft Office, especially Excel* Strong integrity and ability to maintain confidentiality.* Excellent team player with strong communication skills* Detail-oriented with excellent analytical and organizational abilities.* A proactive approach to work, with the ability to take ownership of projects and see them through to completion.**Competencies*** Financial planning and investment principles, including processes and procedures* Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software* Proficiency with back-office process and custodians*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.***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 Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.* 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 Accounts* Dependent Care FSA* Commuter & Transit FSA* Corporate Discount Program - Perkspot* Training Reimbursement* Paid Professional Designations* Giving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.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.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.Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
- J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Analyst in Columbus, OH vacancy
- ...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,...SeniorPermanent employmentTemporary workWork at officeFlexible hours
- JPMorgan Chase & Co. is seeking a Risk Strategy & Execution Senior Associate within Risk Management and Compliance, part of the Asset Wealth Management line of business. You will support risk management activities across Wealth Management, including risk reporting, governance...Senior
- Corient, based in Columbus, Ohio, is seeking a motivated individual to join their wealth management team. This role involves preparing financial plans and investment reports, as well as coordinating client service execution alongside Wealth Advisors. A Bachelor's degree...Senior
- Corient Private Wealth LLC. seeks a Senior Wealth Analyst to join our team in Columbus, OH. This role involves increasing financial planning knowledge, preparing financial plans and investment reports, and coordinating client services. The ideal candidate should possess...Senior
- ...challenging the status quo and striving to be best-in-class.As a Risk Strategy & Execution Senior Associate as part of Risk Management and Compliance team under the Asset Wealth Management Line of Business, you will support the execution of risk management activities across...Senior
- JPMorganChase is seeking a Risk Strategy & Execution Senior Associate within the Asset Wealth Management line. You will support risk management activities, reporting, governance, and oversight of strategic initiatives. The ideal candidate brings strong analytical skills...Senior
- Join J.P. Morgan, a leader in asset and wealth management with over 200 years of expertise. Be part of a collaborative team where your... ...As a part of the 2027 Asset & Wealth Management Risk Full Time Analyst Program, you will collaborate with industry experts to identify...Full timeImmediate startVisa sponsorship
$65k - $72k
...and ultra-high-net-worth individuals and families preserve their wealth for future generations while providing for the people, causes,... ...portfolio recommendations for prospects and clients. Collaborate with senior team members to develop comprehensive financial plans that align...Permanent employmentTemporary workWork at officeFlexible hours- JPMorgan Chase in Columbus, OH is seeking a Lending Analyst to join the Wealth Management Lending Solutions team. You will partner with senior Lending Specialists to provide business support, data insights, and client-advisor engagement opportunities while helping with...
$65k - $72k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...recommendations for prospects and clients. Collaborate with senior team members to develop comprehensive financial plans that align...Permanent employmentTemporary workWork at officeFlexible hours$65k - $72k
A leading wealth management firm in Columbus, Ohio, seeks a skilled professional to analyze client financial information and prepare tailored financial plans. You will support the Wealth Planning Team, collaborating to meet client objectives. Required qualifications include...- ...energetic professional to join our J.P. Morgan Wealth Management Lending Solutions Team. If you... ...and make a positive impact. As a Lending Analyst within Wealth Management Lending Solutions, you will partner closely with senior Lending Specialists to provide business support...
- United Airlines seeks a Principal Analyst to lead its Purple Team in Ohio. You will drive detection capability development, conduct pink/purple engagements and vulnerability testing, and present outcomes with actionable remediation guidelines. The role requires extensive...Senior
- ...not just report on it. We are looking for a seasoned workforce analyst who can build and own the models that drive hiring, coverage, effecti... ...the single source of truth for workforce planning updates to senior leadership. Maintain a real-time view of open roles,...SeniorTemporary workLocal areaRemote workShift work
RxBenefits
Columbus, OH1 day ago $130.9k - $154k
...get together quarterly for intense in-person working sessions called “surges.”learn more about working at Coinbase. As a Senior Sourcing Analyst, you'll join the Source to Pay (S2P) organization within the Finance team and lead strategic sourcing across Coinbase's...SeniorContract workLocal areaCoinbase
Columbus, OH2 days ago- Vertiv is seeking a Supply and Capacity Senior Analyst in Westerville, OH to provide analytical support ensuring global manufacturing can meet customer demand. You will interpret SIOP/IBP forecasts, assess production constraints, and deliver data-driven insights to the...Senior
- The Collateral Analyst Sr at Huntington Bank will manage a portfolio of complex borrower relationships, including co-borrowers, agency deals, participation deals and workout customers that require intensive collateral monitoring. You will analyze and monitor client collateral...SeniorWork at officeFlexible hours
$84k - $110k
Clearsulting, based in Ohio with remote options, seeks a Senior Consulting Analyst, ESG (Workiva) to help deliver ESG implementations and document client requirements. You will collaborate with clients and teams to design solutions, develop deliverables, and support workshops...SeniorRemote work$88.8k - $136.05k
...Senior Contracts Analyst COLUMBUS, United States, 43240 ENGIE North America Inc. Industrial Project Management Permanent Full - Time What You Can Expect As the Senior Contracts Analyst you will be responsible for managing and administering contracts, specifically...SeniorMinimum wagePermanent employmentFull timeContract workTemporary workFor contractorsFor subcontractorLocal areaENGIE
Columbus, OH3 days ago$87k - $120k
...continue to learn, evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITYAs the Senior Analyst, IT Internal Audit, you will be responsible for supporting Chipotle’s internal audit function by ensuring adequacy, integrity,...SeniorWork at officeLocal areaShift work$87k - $120k
...continue to learn, evolve, and shape what comes next on our mission to make better food accessible to everyone. THE OPPORTUNITYAs the Senior Analyst, Development Strategy, you will transform data into actionable business insights that influence strategic decisions across the...SeniorLocal areaShift work- ...accredited members of the CFA Institute (CFA), the American Society of Appraisers (ASA), the National Association of Certified Valuation Analysts (CVA), the Institute of Business Appraisers (CBA), and the American Institute of Certified Public Accountants (CPA/ABV). Position...SeniorFull timeLocal areaFlexible hoursWeekend workAfternoon shift
$65k - $72k
Corient Services LLC in Columbus, Ohio, is seeking a qualified professional to join their Wealth Planning Team. The role involves analyzing client financial information and creating comprehensive financial plans. Ideal candidates will have 3-5 years of wealth management...Full timeFlexible hours- Corient Private Wealth LLC. in Columbus, OH is seeking a Client Reporting Specialist responsible for managing client reporting templates and executing reporting processes. Ideal candidates will have 3-5 years of experience in client or investment reporting and proficiency...
- JPMorgan Chase & Co. in the United States offers a nine-week Asset & Wealth Management Risk Full Time Analyst Program designed to train next-generation risk professionals. You will work with industry experts to identify, assess, and manage risks facing the Bank and clients...Full time
$88.3k - $115.35k
## Capital Pillar Senior AnalystApplylocations: Columbus Campustime type: Full timeposted on: Posted Todayjob requisition id: R150777... ...transfer to your application.## Job Title:Capital Pillar Senior Analyst## Department:ERIK | Technology Commercialization**Position...SeniorPermanent employmentVisa sponsorshipWork visaShift workDay shift$76k - $125.3k
...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality... ...escalating complex tax and client relationship matters to senior management and subject‑matter professionals, coordinating efforts...SeniorSummer holidayFlexible hours$10k
.... Let us be the best place you'll ever work.A Brief OverviewThe Senior Manager of BI Engineering and Data Products will lead the technical... ...$5,250 in tuition reimbursement per year. View all our health, wealth and life offerings at Our people are passionate about what they...SeniorWeekly payFull timeWork at officeLocal areaWork from homeHome office- ...,” we continuously drive forward together, building a future where everyone can put their best foot forward.The OpportunityThe Senior Analyst, Business Strategy and Analytics, plays a pivotal role within the DBI Analytics Center of Excellence, collaborating across functional...SeniorTemporary workWork at officeRemote work
- ...talented professional for a role in their U.S. Private Bank. The position requires managing client relationships while providing tailored wealth management advice and driving business results. Applicants should have over six years in Private Banking, a Bachelor's degree, and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Analyst. Be the first to apply!
Related searches
- entry analyst Columbus, OH
- international analyst Columbus, OH
- epic ambulatory analyst Columbus, OH
- underwriting analyst Columbus, OH
- safety analyst Columbus, OH
- medicare analyst Columbus, OH
- web analyst Columbus, OH
- fulfillment analyst Columbus, OH
- health analyst Columbus, OH
- strategic sourcing analyst Columbus, OH