Wealth Analyst

Wealth Analyst

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.

Overview: Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills.

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

• 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. 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