Wealth Analyst

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

Join a team that values your ambition and empowers your growth at Corient. We help high- and ultra-high-net-worth individuals and families preserve their wealth for future generations while providing for the people, causes, and communities they care about.

Responsibilities

• Collect and analyze client financial information to understand their 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/solutions for Wealth Strategist or Wealth Advisor review and use in client meetings.
• Tax planning.
• Estate planning.
• Insurance recommendations.
• Charitable gifting.
• College planning.
• Monitor asset allocations and rebalance as needed to align with the client’s investment policy statement and overall goals.
• Review and follow up on operational items such as wires, journals, account openings, charitable requests, and other custodian specific items.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans that align with client objectives.
• Conduct investment asset class research.
• Compile, enter, and monitor CRM workflows related to client financial planning requests.
• Support the Wealth Planning Team.

Qualifications & Requirements

• 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 understanding of tax, investments, and estate planning.
• Strong investment research skills.
• Proficient project management and presentation skills.
• Professional business acumen and enhanced communication skills.
• Solid understanding of eMoney planning software.
• Strong intrinsic motivation and self‑starter with analytical skills to work independently and as part of a high‑touch team.

Competencies

• Developing others.
• Relationship/Practice Management.
• Detail‑oriented with excellent analytical and organizational skills.
• Communicate effectively, both orally and in writing.
• High emotional intelligence and situational awareness.
• Proactive approach to work, with the ability to take ownership of projects and see them through to completion.

Physical Requirements

• Work in an office environment, including prolonged periods of sitting at a desk and working on a computer.
• Lift up to 15 pounds.
• Work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• U.S. citizens or permanent residents are preferred.
• Proof of work authorization required.

Pay Information

This position is exempt and is paid according to the laws of the State of Ohio. The pay range for this position is $65,000–$72,000 USD per year.

Benefits

• 401(k) plan with Employer Matching.
• Four medical plan options generically subsidized by Corient.
• Employer‑paid Dental, Vision, Life, and AD&D Insurance.
• Employer‑paid Short‑term and Long‑term Disability.
• Paid Maternity & Parental Leave.
• Flexible Spending Accounts & Health Savings Accounts.
• Dependent Care FSA.
• Commuter & Transit FSA.
• Corporate Discount Program – Perkspot.
• Training Reimbursement.
• Paid Professional Designations.
• Volunteer days for giving back to the community.

Additional Notes

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. Additional duties may be assigned with or without notice.

EEO Statement

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information, or any other basis prohibited by law.