UHNW Wealth Analyst & Planner

Corient Services LLC; Columbus (OH); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

401(k) plan with Employer Matching

Employer-paid Dental, Vision, Life, and AD&D Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days for giving back to the community

Job summary

Corient Services LLC in Columbus, Ohio, is seeking a qualified professional to join their Wealth Planning Team. The role involves analyzing client financial information and creating comprehensive financial plans. Ideal candidates will have 3-5 years of wealth management experience, strong communication skills, and an analytical mindset.

Benefits include a 401(k) plan with employer matching, flexible spending accounts, and paid professional designations. The position is full-time, requiring onsite work four days per week, and offers a competitive salary range of $65,000–$72,000 USD annually.

Qualifications

• 3-5 years of wealth management experience, preferably in the ultra-high net worth market.
• Strong understanding of tax, investments, and estate planning.
• Strong intrinsic motivation and self-starter with analytical skills.

Responsibilities

• Collect and analyze client financial information.
• Prepare charts and visual aids for client meetings.
• Input data and prepare financial plans.
• Conduct investment asset class research.

Skills

Wealth management experience

Tax knowledge

Investment research skills

Project management skills

Communication skills

Analytical skills

Education

Bachelor’s degree in Financial Planning, Finance, Accounting, or Business Administration

CFP designation

Tools

eMoney planning software

Job description

Corient Services LLC in Columbus, Ohio, is seeking a qualified professional to join their Wealth Planning Team. The role involves analyzing client financial information and creating comprehensive financial plans. Ideal candidates will have 3-5 years of wealth management experience, strong communication skills, and an analytical mindset.

Benefits include a 401(k) plan with employer matching, flexible spending accounts, and paid professional designations. The position is full-time, requiring onsite work four days per week, and offers a competitive salary range of $65,000–$72,000 USD annually.