Senior Wealth Analyst

Corient Services LLC; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Dental and Vision Insurance

Flexible Spending Accounts

Training Reimbursement

Volunteer days

Job summary

Corient Services LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial plans, participating in client meetings, and managing projects.

Applicants must have a Bachelor's degree, CFP certification, and 2-3 years of related experience. The company provides comprehensive benefits including a 401(k) plan, medical options, and paid professional designations.

Qualifications

• Minimum of 2-3 years of experience required.
• Strong integrity and ability to maintain confidentiality.
• Detail-oriented with excellent analytical abilities.

Responsibilities

• Completes financial plans and investment reports as requested.
• Prepares for and participates in client meetings.
• Observes and learns complex planning.

Skills

Financial planning and investment principles

Microsoft Office proficiency

Communication skills

Analytical abilities

Organizational abilities

Education

Bachelor's degree

CFP® certification

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment Software

Job description

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 CFP® certification required
• Minimum of 2-3 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

Benefits

• 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

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.

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.