Senior Wealth Analyst

Corient Services LLC; Westbrook (CT); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Generously subsidized medical plan options

Employer-paid dental, vision and life insurance

Flexible Spending Accounts

Job summary

Corient Services LLC, located in Westbrook, Connecticut, seeks an Associate Wealth Advisor to enhance financial planning and investment knowledge. Responsibilities include preparing financial plans, overseeing client meetings, and building community relationships. Candidates should possess strong integrity, a Bachelor's degree, and CFP® certification, along with proficiency in Microsoft Office.

The position offers a competitive salary range of $80,000–$110,000 per year, with benefits including 401(k) matching and health insurance options.

Qualifications

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

Responsibilities

• Complete financial plans, investment reports, and tax analysis.
• Spend time preparing for client meetings and documenting tasks.
• Observe and learn complex planning.

Skills

Financial planning

Investment principles

Communication skills

Analytical abilities

Education

Bachelor's degree

CFP® certification

Tools

Salesforce

Portfolio Accounting Software

Microsoft Suite

Job description

About the Company

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 preserving their wealth for future generations and providing for the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

Responsibilities

• Increase level of financial planning and investment knowledge through practice and advance responsibility of planning teams and Wealth Advisors.
• Complete financial plans, investment reports, tax and estate analysis as requested.
• Spend the vast majority of time preparing for and in client meetings, documenting task items, and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor.
• Gather data and information.
• Bring forth observations to Lead Advisors regarding clients.
• Provide limited oversight on simple projects and plans.
• Observe and learn complex planning.
• Attend networking events and begin building relationships in the community and with COI peers.

Qualifications & Requirements

• Bachelor's degree.
• CFP® certification required.
• Minimum 2–3 years’ experience.
• Proficiency in Microsoft Office, especially Excel.
• Strong integrity and ability maintain confidentiality.
• Excellent team player with strong communication skills.
• Detail‑oriented with excellent analytical and organizational abilities.
• 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, including prolonged periods of sitting at a desk and working on a computer. It may require the ability to lift up to 15 pounds and requires onsite work 4 days per week.

U.S. Eligibility Requirements

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.

Pay Information

The pay range for this position is $80,000–$110,000 USD per year.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer‑paid dental, vision and life/AD&D insurance.
• Employer‑paid short‑term and long‑term disability.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent‑care FSA.
• Commuter and transit FSA.
• Corporate discount program (Perkspot).
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

Equal Opportunity Employer

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.