UHNW Wealth Planning Analyst

Corient Services LLC; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Disability coverage

Parental leave

HSA/FSA

Dependent care FSA

Transit FSA

Perkspot discount

Training reimbursement

Volunteer days

Job summary

Corient Services LLC in Chicago, IL, is seeking a Financial Planning Analyst to support high-net-worth clients with comprehensive planning across tax, estate, insurance, and charitable gifting strategies. You will collect data, build plans, and prepare visuals for client meetings.

The role requires 3–5 years in wealth management, a finance degree, CFP preferred, and strong communication. You will work onsite four days a week, collaborate with senior team members, and advance investment and

Qualifications

• 3–5 years of wealth-management experience, preferably in the ultra-high net worth market.
• Bachelor’s degree in financial planning, finance, accounting, or business administration.
• CFP® designation preferred.
• Strong knowledge of tax, investments, and estate planning.
• Excellent investment research skills.
• Proficient project management and presentation skills.
• Professional business acumen and effective communication skills.
• Solid understanding of eMoney planning software.
• Self-starter with strong analytical skills, capable of working independently and as part of a high-touch team.

Responsibilities

• Collect and analyze client financial information to understand goals, risk tolerance, and current situation.
• Prepare charts, graphs, tables, and other visual aids for client meetings.
• Input data and prepare financial plans and preliminary recommendations for Wealth Strategist or Wealth Advisor review.
• Develop plans for tax planning, estate planning, insurance recommendations, charitable gifting, and college planning.
• Monitor asset allocations and rebalance to align with policy statements and goals.
• Review operations items such as wires, journals, account openings, and charitable requests.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans.
• Conduct investment asset‑class research.
• Compile, enter, and monitor CRM workflows related to client financial planning requests.
• Support the Wealth Planning Team as needed.

Skills

Wealth-management experience

CFP designation

Analytical skills

Presentation skills

Project management

Education

Bachelor's degree in financial planning, finance, accounting, or business administration

Tools

eMoney planning software

Job description

Corient Services LLC in Chicago, IL, is seeking a Financial Planning Analyst to support high-net-worth clients with comprehensive planning across tax, estate, insurance, and charitable gifting strategies. You will collect data, build plans, and prepare visuals for client meetings.

The role requires 3–5 years in wealth management, a finance degree, CFP preferred, and strong communication. You will work onsite four days a week, collaborate with senior team members, and advance investment and