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. 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 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 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 California or Utah depending on final position location. The pay range for this position is $65,800 - $106,000.00 USD per year. 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. May require the ability to lift up to 15 pounds. Position requires working 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 may be determined based on shortage of qualified candidates with a particular skill. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, which require post‑employment obligations relating to non‑solicitation, confidentiality, and non‑disclosure. Benefits 401(k) Plan with Employer Matching Four Medical Plan options generously subsidized by Corient Employers paid Dental, Vision & Life and AD&D Insurance Employers 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 for community giving 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