Senior Wealth Strategy Analyst

Corient; Charlotte (NC); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Medical plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA & HSA

Commuter & Transit FSA

Professional development reimbursement

Volunteer days

Job summary

Corient is seeking a capable associate to support wealth planning and client service. You will help prepare financial plans, investment reports, and tax/estate analyses while coordinating tasks for Wealth Advisors.

You will gather client data, discuss insights with senior advisors, and begin building relationships within the community and among COI peers. The role requires a Bachelor's degree, 2–4 years of experience, and proficiency in Excel.

Qualifications

• Bachelor's degree required; pursuing CFP/CFA preferred.
• 2–4 years of experience in financial planning or wealth advisory.
• Proficiency with Microsoft Excel and Microsoft Office suite.
• Demonstrated integrity and ability to handle confidential information.
• Strong teamwork, communication, and organizational skills.
• Proactive approach with the ability to manage projects through completion.

Responsibilities

• Prepare financial plans, investment reports, and tax/estate analyses.
• Support wealth advisors and coordinate client service execution.
• Gather data and document client needs; prepare for client meetings.
• Identify observations to discuss with Lead Advisors.
• Participate in networking and relationship-building with COI peers.
• Assist on simple projects and gain exposure to complex planning.

Skills

Financial planning knowledge

Communication skills

Attention to detail

Confidentiality

Team player

Proactive ownership

Education

Bachelor's degree

CFP/CFA designation in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Planning & Investment Software

Custodian back-office processes

Job description

Corient is seeking a capable associate to support wealth planning and client service. You will help prepare financial plans, investment reports, and tax/estate analyses while coordinating tasks for Wealth Advisors.

You will gather client data, discuss insights with senior advisors, and begin building relationships within the community and among COI peers. The role requires a Bachelor's degree, 2–4 years of experience, and proficiency in Excel.