Senior Wealth Analyst

ci; Illinois; On-site; USD 75,000 - 100,000; Full time

Job summary

Corient in Illinois seeks a Wealth Planning Analyst to collect and analyze client financial information, prepare plans and recommendations for review by Wealth Strategist or Wealth Advisor. You will support tax, estate planning, and charitable gifting considerations, and prepare investment portfolio suggestions.

Ideal candidates have 3–5 years in wealth management, a Bachelor's in finance or related field, and preferably CFP designation.

Qualifications

• 3–5 years of wealth management experience, preferably in ultra-high-net-worth market.
• Bachelor's degree in financial planning, finance, accounting, or business administration.
• CFP designation preferred.
• Strong understanding of tax, investments, and estate planning.
• Strong investment research skills and client-focused communication.
• Proficient project management and presentation skills.

Responsibilities

• Collect and analyze client financial information to understand goals, risk tolerance, and current situation.
• Prepare charts, graphs, tables, and visual aids for client meetings.
• Input data, prepare financial plans and preliminary recommendations for Wealth Strategist/Advisor review.
• Monitor asset allocations and rebalance to align with client goals and IPS.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans.
• Conduct investment asset class research and CRM workflow monitoring.
• Support the Wealth Planning Team.

Skills

Wealth management

CFP designation

Analytical skills

Presentation skills

Relationship management

Team collaboration

Investment research

Client needs analysis

Education

Bachelor's degree in finance, accounting, or business administration

CFP designation (preferred)

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. This would include:
  • 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

• 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

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 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 written instructions and an opportunity to contact Dep