UHNW Wealth Planning Analyst

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

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Disability Insurance

Parental Leave

Job summary

Corient Private Wealth LLC. is seeking a Wealth Analyst in Chicago to collect and analyze client financial information, prepare plans and visuals for meetings, and support the Wealth Planning Team with research and portfolio recommendations.

The role requires 3–5 years in wealth management, a relevant bachelor’s degree, and preferably a CFP designation. Onsite work four days a week with strong communication and project-management skills.

Qualifications

• 3–5 years of wealth management experience (ultra-high-net-worth preferred).
• Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration.
• CFP designation preferred.
• Strong understanding of tax, investments, and estate planning.
• Proficient in wealth planning software (eMoney) and investment research.

Responsibilities

• Collect and analyze client financial information to assess goals and risk.
• Prepare charts and visuals for client meetings and preliminary recommendations.
• Input data and develop financial plans for review by Wealth Strategist or Advisor.
• Monitor asset allocations and rebalance per the investment policy.
• Develop portfolio recommendations and support the Wealth Planning Team.
• Conduct asset class research and manage CRM workflows.

Skills

Wealth management

Investment research

Communication skills

Project management

Presentation skills

Education

Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration

CFP designation preferred

Tools

eMoney

Job description

Corient Private Wealth LLC. is seeking a Wealth Analyst in Chicago to collect and analyze client financial information, prepare plans and visuals for meetings, and support the Wealth Planning Team with research and portfolio recommendations.

The role requires 3–5 years in wealth management, a relevant bachelor’s degree, and preferably a CFP designation. Onsite work four days a week with strong communication and project-management skills.