Senior Wealth Analyst

Corient Services LLC; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) Match

Medical Plans

Dental, Vision & Life Insurance

Disability Insurance

Paid Maternity & Parental Leave

FSA/HSA

Job summary

Corient seeks a Wealth Planning professional to join our Chicago team. You will collect and analyze client financial information, prepare plans, and develop preliminary recommendations for review with Wealth Strategist.

The role requires 3–5 years of wealth management experience, a finance-related degree, CFP preferred, and strong knowledge of tax and estate planning. The position is exempt with a pay range of $75,000–$100,000 USD per year, onsite four days per week.

Qualifications

• 3–5 years of wealth management experience in the ultra-high net worth market.
• CFP designation preferred.

Responsibilities

• Collect and analyze client financial information to understand goals, risk tolerance, and current financial situation.
• Prepare charts, graphs, tables, and other visual aids for client meetings.
• Input data, prepare financial plans and preliminary recommendations for Wealth Strategist or Wealth Advisor review.

Skills

Wealth management

Financial planning

Presentation skills

Analytical skills

Education

Bachelor's degree in financial planning/finance/accounting/business administration

Tools

eMoney planning software

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

• Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation.
• Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients.
• Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings.
• Tax planning
• Estate planning
• Insurance recommendations
• Charitable gifting
• College planning
• Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives.
• Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans that align with clients’ objectives.
• Conduct investment asset class research.
• Compile, enter, and monitor CRM workflows related to client financial planning requests.
• Support the Wealth Planning Team.

Qualifications & Requirements

Possess: 3-5 years of wealth management experience, preferably in the ultra-high net worth market; Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and CFP® designation preferred. Strong understanding of tax, investments, and estate planning. Strong investment research skills. Proficient project management and presentation skills. Professional business acumen and enhanced communication skills. Solid understanding of eMoney for planning software Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team.

Competencies listing for Job Family Developing others Relationship/Practice Management Detail-oriented with excellent analytical and organization skills Communicate effectively, both orally and in writing High emotional intelligence and situational awareness A proactive approach to work, with the ability to take ownership of projects and see them through to completion

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $75,000 - 100,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. 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. 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

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies. 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.