Senior Wealth Analyst—UHNW Planning & Growth

Corient; Seattle (WA); Hybrid; USD 76,000 - 108,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Commuter & Transit Programs

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient seeks a Senior Wealth Analyst in Seattle to advance financial planning efforts for UHNW clients. You will complete financial plans, investment reports, and tax/estate analyses, supporting Wealth Advisors and coordinating client service delivery.

Role emphasizes data gathering, client meetings, and relationship-building with COI peers. Qualifications include a Bachelor's degree with CFP certification and 2-3 years’ experience, plus proficiency in Excel, Salesforce, and the Microsoft

Qualifications

• Bachelor's degree and CFP certification are required.
• Minimum of 2-3 years’ experience in wealth/financial advisory.
• Proficiency in Microsoft Office, especially Excel.
• Strong integrity and ability to maintain confidentiality.
• Excellent team player with strong communication skills.
• Detail-oriented with analytical and organizational abilities.
• Proactive approach to work with ownership of projects.

Responsibilities

• Increase 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 analyses as requested.
• Prepare for client meetings, document tasks and coordinate client service execution under Associate/Lead Wealth Advisor.
• Data and information gathering; observe and learn complex planning; build relationships with clients and COI peers.

Skills

CFP certification

Excel

Communication

Team player

Confidentiality

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Job description

Corient seeks a Senior Wealth Analyst in Seattle to advance financial planning efforts for UHNW clients. You will complete financial plans, investment reports, and tax/estate analyses, supporting Wealth Advisors and coordinating client service delivery.

Role emphasizes data gathering, client meetings, and relationship-building with COI peers. Qualifications include a Bachelor's degree with CFP certification and 2-3 years’ experience, plus proficiency in Excel, Salesforce, and the Microsoft