Senior Wealth Analyst: Client-Focused Financial Planner

Corient; Tulsa, Northern (OK, KY); Hybrid; USD 85,000 - 120,000; 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

Parental Leave

FSAs & Health Savings Accounts

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Professional Designations

Volunteer days

Job summary

Corient is seeking a Senior Wealth Analyst to join our Tulsa office. You will increase financial planning and investment knowledge, complete financial plans, investment reports, and tax/estate analyses, and support client service through meetings and coordination with Wealth Advisors.

You will gather data, observe complex planning, and contribute to relationship-building at networking events, with a focus on confidentiality and high integrity in a high-net-worth environment.

Qualifications

• Bachelor's degree required.
• 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.

Responsibilities

• Increase level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors.
• Complete financial plans, investment reports, tax and estate analysis as requested.
• Prepare for and participate in client meetings, documenting tasks and coordinating client service execution under Associate Wealth Advisors/Wealth Advisor.
• Gather data and information; observe and learn complex planning and strategies.
• Attend networking events to build relationships with clients and COI peers.

Skills

Excel

Microsoft Office

Analytical skills

Communication skills

Team player

Discretion / Confidentiality

Client service oriented

Attention to detail

Education

Bachelor's degree

CFP or CFA candidate

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Planning & Investment Software

Microsoft Suite

Job description

Corient is seeking a Senior Wealth Analyst to join our Tulsa office. You will increase financial planning and investment knowledge, complete financial plans, investment reports, and tax/estate analyses, and support client service through meetings and coordination with Wealth Advisors.

You will gather data, observe complex planning, and contribute to relationship-building at networking events, with a focus on confidentiality and high integrity in a high-net-worth environment.