UHNW Wealth Planning Analyst

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

Benefits offered by this job

401(k) Plan with Employer Matching

Medical and Dental Insurance

Vision & Life Insurance

AD&D Insurance

Short/Long-Term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Job summary

Corient is seeking a Wealth Planning Associate to collect and analyze client financial information, build financial plans, and prepare preliminary recommendations for review with Wealth Strategists. The role emphasizes tax, estate planning, and investment planning for high-net-worth individuals.

You will rebalance portfolios, monitor CRM workflows, and collaborate with senior team members to develop comprehensive plans and client solutions. Onsite work is required in Chicago, IL.

Qualifications

• 3-5 years of wealth management experience.
• Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; CFP designation preferred.
• Strong understanding of tax, investments, and estate planning.
• Strong investment research skills.
• Proficient project management and presentation skills.
• Professional business acumen and enhanced communication skills.
• Strong analytical skills and self-motivation.

Responsibilities

• Collect and analyze client financial information to understand goals, risk tolerance, and current financial situation.
• Prepare charts, graphs, tables, and other visual aids for meetings with clients.
• Input data and prepare financial plans and preliminary recommendations for Wealth Strategist or Wealth Advisor review and use in client meetings.
• Monitor asset allocations and rebalance as needed to align with clients’ investment policy statement and goals.
• Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian items.
• 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.

Skills

Wealth management

Financial planning

Investment research

Tax planning

Estate planning

Project management

Communication skills

eMoney planning software

Education

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

Tools

eMoney planning software

Job description

Corient is seeking a Wealth Planning Associate to collect and analyze client financial information, build financial plans, and prepare preliminary recommendations for review with Wealth Strategists. The role emphasizes tax, estate planning, and investment planning for high-net-worth individuals.

You will rebalance portfolios, monitor CRM workflows, and collaborate with senior team members to develop comprehensive plans and client solutions. Onsite work is required in Chicago, IL.