Senior Wealth Analyst - Client Impact & Growth

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

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.