Senior Wealth Analyst

Corient Services LLC; Broken Arrow (OK); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Medical plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short/Long Disability

Parental Leave

FSA & HSA

Commuter benefits

Training Reimbursement

Professional designations

Job summary

Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a fast-paced environment. You will assist in preparing plans, reports and analyses, and help coordinate client meetings under Wealth Advisors.

The role emphasizes data gathering, accuracy, confidentiality and hands-on learning of planning concepts, with on-site work four days per week in Oklahoma. A Bachelor's degree and progress toward CFP/CFA are expected.

Qualifications

• Bachelor's degree required; pursuing CFP or CFA desirable.
• 2-4 years of relevant experience in financial planning or wealth advisory.
• Proficiency in Excel; strong analytical and organizational abilities.
• Excellent integrity and ability to maintain confidentiality.
• Team player with strong communication skills and ownership mindset.
• Proactive approach to tasks and ability to see projects through.

Responsibilities

• Prepare financial plans, investment reports, tax and estate analyses.
• Support Wealth Advisors; participate in client meetings and document tasks.
• Gather data and information; coordinate client service execution.
• Identify observations to Lead Advisors regarding clients.
• Assist with simple projects and planning while learning complex concepts.
• Participate in community networking and relationship-building with COI peers.

Skills

Excel proficiency

Communication skills

Analytical thinking

Confidentiality

Team player

Detail-oriented

Education

Bachelor's degree

CFP/CFA in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment Software

Back-office custodians knowledge

Job 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.

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:

• Bachelor's degree
• Working towards CFP or CFA designation
• Minimum of 2-4 years’ experience
• Proficiency in Microsoft Office, especially Excel
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills
• Detail-oriented with excellent analytical and organizational abilities.
• A proactive approach to work, with the ability to take ownership of projects and see them through to completion.

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

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

• 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

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.

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.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.

At Corient, we combine the personal service, creativity and objective advice of a boutique with the power of an exclusive network of best-in-class advisors, capabilities and solutions to create a profoundly different wealth experience. As fiduciaries, we always put our clients first and at the center of everything we do. We focus on exceeding expectations, simplifying lives and establishing legacies that last for generations.