Senior Wealth Planning Analyst

Corient Private Wealth LLC.; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Four Medical Plan options

Paid Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient Private Wealth LLC. seeks a Senior Wealth Analyst to join our team in Columbus, OH. This role involves increasing financial planning knowledge, preparing financial plans and investment reports, and coordinating client services. The ideal candidate should possess a Bachelor's degree, CFP certification, and 2-3 years of relevant experience.

We offer a range of benefits including medical plans, 401(k) with matching, and paid professional designations. Join us in delivering exceptional service to our high-net-worth clients.

Qualifications

• Minimum of 2-3 years' experience required.
• Proficiency in Microsoft Excel is essential.
• Strong integrity and confidentiality are necessary.

Responsibilities

• Prepare financial plans, investment reports, tax, and estate analysis.
• Coordinate client service execution under guidance of Wealth Advisors.
• Attend networking events and build community relationships.

Skills

Financial planning

Investment knowledge

Communication skills

Analytical abilities

Team player

Education

Bachelor's degree

CFP certification

Tools

Microsoft Office

Salesforce

Portfolio Accounting Software

DocuSign

Job description

Corient Private Wealth LLC. seeks a Senior Wealth Analyst to join our team in Columbus, OH. This role involves increasing financial planning knowledge, preparing financial plans and investment reports, and coordinating client services. The ideal candidate should possess a Bachelor's degree, CFP certification, and 2-3 years of relevant experience.

We offer a range of benefits including medical plans, 401(k) with matching, and paid professional designations. Join us in delivering exceptional service to our high-net-worth clients.