{"schemaVersion":"jobsearcher.job.v1","id":"509f4feafaa423b404bcc6c2","url":"https://jobsearcher.com/jobs/509f4feafaa423b404bcc6c2","canonicalUrl":"https://jobsearcher.com/jobs/509f4feafaa423b404bcc6c2","title":"Wealth Analyst","description":"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.\n\nResponsibilities\n\nIncreasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors\n\nCompletes financial plans, investment reports, tax and estate analysis as requested\n\nVast 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\n\nData and information gathering\n\nBrings forth observations to Lead Advisors regarding clients\n\nLimited oversight on simple projects and plans\n\nObserving and learning complex planning\n\nAttends networking events and begins to build relationships in the community and with COI peers\n\nQualifications & Requirements\n\nBasic level knowledge of financial planning, investment, and client relationship skills\n\nTechnology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software\n\nExperience with custodian interaction\n\nCommunicate effectively, both orally and in writing\n\nStrong attention to detail with a high degree of accuracy and consistency\n\nHigh standards of professionalism and confidentiality\n\nBachelor's degree in related field and working towards obtaining CFP credentials\n\nTypically 0-3 years’ experience\n\nCompetencies\n\nFinancial planning and investment principles, including processes and procedures\n\nTechnology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software\n\nProficiency with back‑office process and custodians\n\nThis 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.\n\nPay 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.\n\nPhysical Requirements\n\nThis 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.\n\nMay require the ability to lift up to 15 pounds.\n\nPosition requires working onsite 4 days per week.\n\nU.S. Eligibility Requirements\n\nMust be 18 years of age or older.\n\nMust 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.\n\nMust 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.\n\nBenefits\n\n401(k) Plan with Employer Matching\n\nFour Medical Plan options generously subsidized by Corient\n\nEmployers paid Dental, Vision & Life and AD&D Insurance\n\nEmployers paid Short‑term & Long‑term Disability\n\nPaid Maternity & Parental Leave\n\nFlexible Spending Accounts & Health Savings Accounts\n\nDependent Care FSA\n\nCommuter & Transit FSA\n\nCorporate Discount Program – Perkspot\n\nTraining Reimbursement\n\nPaid Professional Designations\n\nVolunteer days for community giving\n\nWe 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.\n\n#J-18808-Ljbffr","company":"Corient","rawCompany":"corient","city":"Millbrae","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-07-16T03:29:22.860Z","occupations":[{"code":"13-2051.00","title":"Financial and Investment Analysts","slug":"financial-and-investment-analysts"},{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"13-2099.00","title":"Financial Specialists, All Other","slug":"financial-specialists-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Wealth Analyst","description":"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.\n\nResponsibilities\n\nIncreasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors\n\nCompletes financial plans, investment reports, tax and estate analysis as requested\n\nVast 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\n\nData and information gathering\n\nBrings forth observations to Lead Advisors regarding clients\n\nLimited oversight on simple projects and plans\n\nObserving and learning complex planning\n\nAttends networking events and begins to build relationships in the community and with COI peers\n\nQualifications & Requirements\n\nBasic level knowledge of financial planning, investment, and client relationship skills\n\nTechnology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software\n\nExperience with custodian interaction\n\nCommunicate effectively, both orally and in writing\n\nStrong attention to detail with a high degree of accuracy and consistency\n\nHigh standards of professionalism and confidentiality\n\nBachelor's degree in related field and working towards obtaining CFP credentials\n\nTypically 0-3 years’ experience\n\nCompetencies\n\nFinancial planning and investment principles, including processes and procedures\n\nTechnology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software\n\nProficiency with back‑office process and custodians\n\nThis 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.\n\nPay 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.\n\nPhysical Requirements\n\nThis 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.\n\nMay require the ability to lift up to 15 pounds.\n\nPosition requires working onsite 4 days per week.\n\nU.S. Eligibility Requirements\n\nMust be 18 years of age or older.\n\nMust 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.\n\nMust 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.\n\nBenefits\n\n401(k) Plan with Employer Matching\n\nFour Medical Plan options generously subsidized by Corient\n\nEmployers paid Dental, Vision & Life and AD&D Insurance\n\nEmployers paid Short‑term & Long‑term Disability\n\nPaid Maternity & Parental Leave\n\nFlexible Spending Accounts & Health Savings Accounts\n\nDependent Care FSA\n\nCommuter & Transit FSA\n\nCorporate Discount Program – Perkspot\n\nTraining Reimbursement\n\nPaid Professional Designations\n\nVolunteer days for community giving\n\nWe 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.\n\n#J-18808-Ljbffr","datePosted":"2026-07-16T03:29:22.860Z","dateModified":"2026-07-16T03:29:22.860Z","hiringOrganization":{"@type":"Organization","name":"Corient","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Millbrae","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"509f4feafaa423b404bcc6c2"},"url":"https://jobsearcher.com/jobs/509f4feafaa423b404bcc6c2"}}