Senior Wealth Strategy Analyst

CI Financial; Charlotte (NC); Presencial; USD 72 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Matching

Medical plan options

Dental, Vision & Life Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

FSA/HSA programs

Dependent Care FSA

Commuter/Transit FSA

Training Reimbursement

Professional Designations

Volunteer days

Resumo da oferta

Corient is seeking an ambitious Associate Wealth Advisor to support financial planning, investment analysis, and client service under the guidance of senior advisors. You will prepare plans, reports, and tax/estate analyses while building relationships in the community; a Bachelor’s degree and progress toward CFP or CFA, 2–4 years’ experience, and strong Excel skills are required.

Join a team focused on delivering exceptional client outcomes, with opportunities for growth in a leading

Qualificações

• Bachelor’s degree required.
• Working towards CFP or CFA designation.
• 2-4 years of experience.
• Proficiency in Microsoft Office, especially Excel.
• Strong integrity and ability to maintain confidentiality.
• Excellent teamwork and communication skills.
• Detail-oriented with analytical and organizational abilities.
• Proactive approach to owning projects to completion.

Responsabilidades

• Increase financial planning and investment knowledge through practice and more responsibilities.
• Complete financial plans, investment reports, tax and estate analyses.
• Prepare for client meetings and document task items with the Wealth Advisors.
• Gather data and information for client plans.
• Share observations with Lead Advisors regarding clients.
• Oversee simple projects and learn complex planning.
• Attend networking events and build relationships with COI peers.

Conhecimentos

2-4 years experience

CFP or CFA designation (progress)

Bachelor’s degree

MS Office, especially Excel

Strong integrity and confidentiality

Team player with communication skills

Detail-oriented analytical andOrganiz

Proactive ownership of projects

Formação académica

Bachelor’s degree

CFP or CFA designation (progress)

Ferramentas

Microsoft Office

Excel

Planning & Investment Software

Salesforce

Descrição da oferta de emprego

Corient is seeking an ambitious Associate Wealth Advisor to support financial planning, investment analysis, and client service under the guidance of senior advisors. You will prepare plans, reports, and tax/estate analyses while building relationships in the community; a Bachelor’s degree and progress toward CFP or CFA, 2–4 years’ experience, and strong Excel skills are required.

Join a team focused on delivering exceptional client outcomes, with opportunities for growth in a leading