Senior Wealth Analyst

ci; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA / HSA options

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in the United States is seeking an Associate Wealth Advisor candidate to support financial planning and client service initiatives. You will prepare plans, investment reports, and tax/estate analyses under supervision, building knowledge and competencies for future growth.

You will participate in client meetings, gather data, and coordinate with Lead Advisors while developing relationships within the community and with COI peers, 4 days onsite.

Qualifications

• Bachelor's degree is required.
• Pursuing CFP or CFA designation is expected.
• 2–4 years of experience in wealth/investment planning.
• Proficiency in Excel and Microsoft Office.

Responsibilities

• Increase financial planning and investment knowledge through practice and growing responsibility.
• Complete financial plans, investment reports, and tax/estate analyses as requested.
• Prepare for and attend client meetings, documenting tasks and coordinating client service.
• Data gathering and analysis.
• Provide observations to Lead Advisors regarding clients.
• Limited oversight on simple projects and plans.
• Observe and learn complex planning processes.
• Attend networking events and build COI relationships.

Skills

Strong communication skills

Team player

Detail-oriented

Analytical abilities

Confidentiality

Proactive mindset

Excel proficiency

Client service mindset

Education

Bachelor's degree

CFP/CFA designation in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment 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:

• 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

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.

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 a