Wealth 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

Job Overview

Corient is seeking a Financial Planning Analyst to support high‑ and ultra‑high‑net‑worth clients with comprehensive financial planning services, including tax, estate, insurance, and charitable gifting strategies.

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 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 as needed to align with clients’ investment policy statements and overall goals.
• Review and follow up on 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.

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.

Competencies

• Developing others
• Relationship/Practice Management
• Detail‑oriented with excellent analytical and organizational skills
• Effective oral and written communication
• High emotional intelligence and situational awareness
• Proactive approach to work and ownership of projects

Compensation

Position is exempt and paid according to the laws of the State of Illinois. Pay range: $75,000 – $100,000 USD per year.

Physical Requirements

Office environment with prolonged periods of sitting and computer use. Able to lift up to 15 pounds. Required to work onsite 4 days per week.

Eligibility

Must be 18 years of age or older and have unrestricted work authorization in the United States.

Benefits

• 401(k) plan with employer matching
• Health, dental, vision, and life insurance
• Short‑term and long‑term disability coverage
• Paid maternity and parental leave
• Flexible spending accounts and health savings accounts
• Dependent care FSA
• Commuter & transit FSA
• Corporate discount program via Perkspot
• Training reimbursement and paid professional designation support
• Volunteer days for community giving

Equal Opportunity Statement

Corient is an equal‑opportunity employer. All candidates will be recruited and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, or genetic information.