Senior Wealth Planner for UHNW Advisory Growth

Corient Private Wealth LLC.; Boston (MA); On-site; USD 77,000 - 124,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical, Dental, Vision & Life Insurance

Paid Professional Designations

Volunteer days

Job summary

Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating in client meetings, and building community relationships. Required qualifications include a Bachelor's degree, CFP certification, 2-3 years of experience, and proficiency in tools like Salesforce and Excel. Full benefits include a 401(k) plan and paid professional designations.

Qualifications

• Minimum of 2-3 years’ experience in wealth management.
• Strong integrity and ability to maintain confidentiality.
• Detail-oriented with exceptional organizational abilities.

Responsibilities

• Completes financial plans, investment reports, tax and estate analysis.
• Prepares for and participates in client meetings.
• Attends networking events and builds community relationships.

Skills

Financial planning

Investment knowledge

Communication skills

Analytical abilities

Education

Bachelor's degree

CFP certification

Tools

Microsoft Excel

Salesforce

DocuSign

Portfolio Accounting Software

Job description

Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating in client meetings, and building community relationships. Required qualifications include a Bachelor's degree, CFP certification, 2-3 years of experience, and proficiency in tools like Salesforce and Excel. Full benefits include a 401(k) plan and paid professional designations.