Senior Wealth Analyst
$75k - $100kCorient
- # Senior Wealth AnalystApplylocations: US-IL-Chicago-10 SWacker-3100time type: Full timeposted on: Posted Yesterdayjob requisition id: JR5281**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*** 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*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.* **Pay Information**This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $75,000 - 100,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.**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 days Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. 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.
- J-18808-Ljbffr Corient
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Analyst in Chicago, IL vacancy
- Corient in Chicago is seeking a Senior Wealth Analyst to collect and analyze client financial data, prepare plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and collaborate to develop comprehensive financial...Senior
- Northern Trust Corp is seeking a Senior Business Analyst within its Transformation Office in Chicago, IL. This role involves supporting enterprise-scale transformation initiatives, gathering business requirements, and applying expertise in financial services. The ideal...SeniorWork at office
$73.5k - $117.7k
Northern Trust is seeking a professional in Chicago, Illinois, to provide systems guidance and support in wealth management. The role offers a dynamic workplace with extensive training responsibilities and opportunities to interact with clients. The ideal candidate should...SeniorNorthern Trust
Chicago, IL5 days ago$106k - $125k
...generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter... ...motivate, and keep that talent as the company scales.As a Senior Compensation Analyst, you'll own compensation analytics and the systems behind...SeniorWork at officeFlexible hoursShift work3 days per week$91k - $124k
...Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and... ..., and more. Job Summary & Responsibilities The Sr. Business Analyst reports to the Sr. Manager in the Digital Product Management...SeniorRemote jobWork at officeRelocationMonday to Friday$90k - $127k
...research into clear narratives for clients, senior stakeholders, and rating committees, and... ...Experience coaching or mentoring junior analysts in an analytical or financial services... ...your time on. Continuous Learning: Access a wealth of resources to grow your career and...SeniorLive inWork at officeWorldwideFlexible hours2 days per weekNet Impact
Chicago, IL3 days ago$95k - $110k
...in sustainable growth markets throughout the United States. A Senior Analyst position offers an opportunity to excel in a fast paced,... ...match, flexible spending accounts, or a health savings account. Wealth-building opportunity through participation in LaSalle's employee...SeniorTemporary workWork at officeLocal areaFlexible hours$50k - $90k
DescriptionPosition at CMI Media GroupJoin CMI Media Group: Senior Programmatic Analyst - Healthcare FocusAre you a programmatic advertising expert eager to make a significant impact in the dynamic healthcare industry? CMI Media Group, a leading healthcare-focused media...Senior$50k - $90k
DescriptionPosition at CMI Media GroupSenior Analyst of Paid Social - Lead Digital Excellence!Ready to take charge and steer brands toward... ...ideas are embraced, and your impact is significant. As the Senior Analyst of Paid Social, you'll spearhead transformative strategies...Senior- Northern Trust in Chicago seeks a Senior Business Analyst to translate complex business needs into clear, actionable requirements. You will contribute to enterprise-scale transformation across Wealth Management and the broader organization, collaborating with partners to...Senior
$49.2k - $86.25k
...covista.com and follow us on LinkedIn , Instagram and YouTube . Job Description Opportunity at a Glance The Senior Regulatory Affairs Analyst is responsible for interpreting statutes, regulations and administrative rules of various issuing bodies and...SeniorFull timeWork at officeFlexible hoursCovista
La Grange, IL1 day ago$83.1k - $141.3k
## Senior Business Analyst, Transformation OfficeApplylocations: Chicago, IL: Boston, MA: New York, NYposted on: Posted Todayjob requisition id... ...2**About Northern Trust** As a global leader in innovative wealth management, asset servicing, asset management and banking...SeniorH1bWork at officeWorldwideFlexible hoursNorthern Trust
Chicago, IL3 days ago$104.9k - $120.6k
...’s Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.ResponsibilitiesAs a Senior Analyst of Asset Management with Hines, you will be responsible for providing analytical support to the asset management team that is required...SeniorWork at officeLocal area$128k - $188k
...Google’s entire Capital Expenditure (CapEx) portfolio, manufacturing operations, and related Operational Expenditure (OpEx).As a Senior Analyst, you will find innovative ways to deliver controllership excellence in partnership with our Technical Infrastructure (TI) and...Senior$90k - $120k
Overview Connecting clients to markets - and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect...SeniorTemporary workLocal area1 day per week- Northern Trust is a global leader in wealth management, asset servicing, asset management and banking services, guiding the world’s most sophisticated clients. The role focuses on implementing and monitoring control frameworks, conducting risk assessments and ensuring...Senior
$89.3k - $148.9k
Sr Analyst, Equity and Alternatives BLM Location - New York or ChicagoThe primary purpose of the role is to focus on supporting the growth... ...and new alternative investment products. Working with a senior business owner, the candidate will be expected to be strong analytically...SeniorFull timeWorldwideMonday to FridayFlexible hours- ...with external clients, sharing your views and recommendations with clients and colleaguesAbility to synthesize complex issues, engage senior leaders, and drive consensusExposure to managing projects and programs that significantly improve revenue cycle performance, e.g....SeniorApprenticeshipEasy work
- ...communication skills to present complex value propositions to senior client executivesWHO YOU'LL WORK WITHDriving lasting impact and... ...drive product adoption and satisfaction.As a Senior Client Success Analyst you will be participating in innovative efforts to broaden...SeniorContract workApprenticeshipEasy work
$214.3k - $257.14k
Clearbrook Group Services Inc. is looking for a VP, Ceded Reinsurance to lead end-to-end execution of treaty reinsurance placements across all property and casualty lines. This strategic role requires a minimum of 10 years in reinsurance, exceptional negotiation skills...SeniorClearbrook Group Services Inc.
Chicago, IL5 days ago$100k - $135k
...achievable; we’re creating a place where amazing career moments are made possible. Position OverviewWe’re searching for a Senior Compensation Analyst to join the People team in a remote or hybrid capacity out of our Chicago office. We’re in the middle of a multi-year...SeniorWork experience placementWork at officeRemote workFlexible hours$82k - $90k
Role Description The Senior Analyst/ Associate, Marketing and Communications, will serve as an operational partner to the marketing team (focussing... ..., flexible spending accounts, or a health savings account. Wealth‑building opportunity through participation in LaSalle's...SeniorTemporary workLocal areaFlexible hours$100.5k - $108.5k
A leading consulting firm in Chicago is looking for a Senior Analyst to join their Industrial Goods Practice Area. This role involves providing expertise in metals and mining, collaborating with case teams, and assisting in the development of knowledge assets. Candidates...SeniorThe Boston Consulting Group Inc
Chicago, IL5 days ago$130k - $165k
..., responsiveness, and adaptability, you may be the person we are seeking to join our Revenue Cycle Operations department, as a Senior Analyst: Client Pricing. This role is available in any of Mayer Brown's US offices.The Senior Analyst: Client Pricing is responsible for...SeniorContract workShift work$125k
...mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be... ...industries or sectors, as identified by senior bankers, to target certain clients or... ...banking, investment management, private wealth management, and other strategic resource...SeniorTemporary workSummer internship$100k
...Resources, the nation's largest independent valuation and consulting firm with best-in-class tools and technology, is seeking a senior level analyst (commercial real estate appraiser) with the ability to complete complex appraisal assignments in a timely manner with...SeniorWork at officeRemote workAppraisal Institute
Chicago, IL4 days ago$93.93k - $117.54k
...investment product analysis experience in Investment Management Product Analyst, Financial Product Specialist, or related position.This... ...with Turnkey Asset Management Platforms (TAMPs) and/or wealth management platforms. Experience with competitive forces, distribution...SeniorFull timeTemporary workWork at officeImmediate startRemote workFlexible hours- * Create and maintain standardized practices for qualitative data collection.* Develop interview guides and focus group protocols.* Interview subjects.* Code and analyze qualitative data.* Write qualitative research reports and papers.* Present results of qualitative analyses...Senior
The University of Chicago
Chicago, IL1 day ago $110.7k - $218.3k
Position Summary Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client... ...(Retail, Commercial, Transaction, Wholesale, Cards & Payments, Wealth/Investment Mgmt, Capital Markets, Real Estate, FinTech/PE).Prior...SeniorWork at officeVisa sponsorship$89.8k - $112.2k
...Job Description Position Summary We are seeking a motivated, hands‑on Consumer Insights Sr. Analyst to support our marketing and cross‑functional teams. This role helps shape consumer understanding and drive growth by translating consumer, customer, and market data into...SeniorFlexible hoursThe Kraft Heinz Company
Chicago, IL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Analyst. Be the first to apply!
Related searches
- review analyst Chicago, IL
- operational due diligence analyst Chicago, IL
- design analyst Chicago, IL
- health program analyst Chicago, IL
- recruiting analyst Chicago, IL
- corporate actions analyst Chicago, IL
- security operations center soc analyst Chicago, IL
- hospitality analyst Chicago, IL
- settlements analyst Chicago, IL
- collection analyst Chicago, IL