Wealth Analyst

Overview 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 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 begin 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 Bachelor’s degree in a related field and working towards obtaining CFP credentials Typically, 0‑3 years’ experience Competencies 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 have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents and may consider exceptions based on shortage of qualified candidates with a particular skill. Proof of work authorization required. Corient participates in E‑Verify and will provide the federal government with 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 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 days Equal Opportunity Employer 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. Additional Information 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. #J-18808-Ljbffr Corient Services LLC