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. 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. Spend the majority of time preparing for and in client meetings, documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor. Gather data and information, bring 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 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 related field and working towards obtaining CFP credentials. Typically, 0-3 years’ experience. 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. Pay Information This position is exempt and is paid according to the laws of the State of California or Utah depending on final position location. The pay range for this position is $65,800 - $106,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. 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 for disability. The position may require the ability to lift up to 15 pounds. Location Requirements 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. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement. Benefits 401(k) Plan with Employer Matching Four Medical Plan options 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 Volunteer days Equal Opportunity Statement 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. #J-18808-Ljbffr Corient Services LLC