Senior Wealth Analyst — UHNW Wealth Strategy

Corient; Chicago (IL); On-site; USD 75,000 - 100,000; 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

Flexible Spending Accounts & Health/So

Perkspot

Training Reimbursement

Professional Designations

Job summary

Corient in Chicago is seeking a Senior Wealth Analyst to collect and analyze client financial data, prepare plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and collaborate to develop comprehensive financial plans for high-net-worth clients.

The role requires 3-5 years in wealth management, a relevant bachelor’s degree, and CFP is preferred. On-site work in Chicago with a competitive compensation package.

Qualifications

• 3-5 years of wealth management experience, preferably in the ultra-high net worth market.
• Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration.
• CFP designation preferred.

Responsibilities

• Collect and analyze client financial data to assess goals and risk tolerance.
• Prepare visuals and preliminary recommendations for review with Wealth Strategist.
• Monitor asset allocations and rebalance to align with policy statements and goals.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans.

Skills

Wealth management

Communication skills

Analytical skills

Project management

Presentation skills

Education

Bachelor’s degree in finance or related field

Tools

eMoney planning software

Job description

Corient in Chicago is seeking a Senior Wealth Analyst to collect and analyze client financial data, prepare plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and collaborate to develop comprehensive financial plans for high-net-worth clients.

The role requires 3-5 years in wealth management, a relevant bachelor’s degree, and CFP is preferred. On-site work in Chicago with a competitive compensation package.