Wealth Analyst

CI Financial; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Medical plans

Dental & Vision

Disability insurance

Parental leave

FSAs/HSA

Commuter benefits

Discount program

Training reimbursement

Professional designations

Volunteer days

Job summary

Corient, the world’s leading multi-family office, seeks an entry-level Associate Wealth Advisor to support Wealth Advisors in delivering comprehensive financial planning, investment analysis, and client service. You will help prepare plans, reports, tax and estate analyses, and coordinate activities for client meetings.

The role targets 0–3 years’ experience, a Bachelor’s degree, and progress toward CFP credentials. Proficiency with Salesforce, Office apps, and planning software is expected.

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelor’s degree in related field and working towards obtaining CFP credentials
• Typically, 0-3 years’ experience

Responsibilities

• Increases level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Completes financial plans, investment reports, tax and estate analysis as requested
• Time spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Data and information gathering
• Brings observations to Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Skills

Financial planning basics

Client relationships

Salesforce

Portfolio accounting

DocuSign

Microsoft Office

Planning software

Custodian interaction

Communication skills

Education

Bachelor's degree in related field

Tools

Portfolio accounting software

DocuSign

Salesforce

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 to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors
• Completes financial plans, investment reports, tax and estate analysis as requested
• Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor
• Data and information gathering
• Brings forth observations to Lead Advisors regarding clients
• Limited oversight on simple projects and plans
• Observing and learning complex planning
• Attends networking events and begins to build relationships in the community and with COI peers

Qualifications & Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelors’ degree in related field and working towards obtaining CFP credentials
• Typically, 0-3 years’ experience

Competencies

• Financial planning and investment principles, including processes and procedures
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software
• Proficiency with back-office process and custodians

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. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to 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. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & 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
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

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.

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. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.