Wealth Analyst

Corient Services LLC; Denver (CO); On-site; USD 60,300 - 74,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Generously subsidized medical plan options

Employer-paid dental and vision insurance

Paid professional designations

Flexible spending accounts

Job summary

Corient Services LLC in Denver, Colorado, is looking for a motivated professional to support client service teams and conduct financial data analysis. The role requires a Bachelor's degree and basic knowledge of financial planning.

The candidate will work onsite four days a week, developing communication and technical skills while ensuring a high level of professional service. Benefits include a matching 401(k) plan and comprehensive medical options.

Qualifications

• Basic level knowledge of financial planning and investment.
• Typically 0-3 years of experience in a relevant field.
• High standards of professionalism and confidentiality.

Responsibilities

• Research and input data related to financial projections.
• Support client service teams to enhance client experience.
• Attend networking events to build community relationships.

Skills

Financial planning knowledge

Client relationship skills

Salesforce proficiency

Attention to detail

Effective communication

Coordination

Proactive service

Education

Bachelor’s degree in a related field

Tools

Salesforce

Microsoft Suite

Portfolio accounting software

DocuSign

Job description

Responsibilities

• Research and input data related to financial projections and investment analysis
• Support client service teams to ensure client experience exceeds expectations
• Develop essential communication, technical, and social skills to support client relationships
• Work under close supervision and guidance with narrowly defined limits of authority
• Attend networking events and begin to build relationships in the community
• Seek to learn and develop skills
• Follow through on requests and communicate delays

Qualifications & Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills
• Technology proficiency: Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, planning software
• Experience with custodian interaction
• Effective oral and written communication skills
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelor’s degree in a related field and working toward obtaining CFP credentials
• Typically 0-3 years’ experience
• Competencies: Accessibility, Communication, Coordination, Follow Through, Proactive Service

Compensation

This position is overtime exempt and is paid according to the laws of the State of Colorado. The pay range for this position is $60,300–$74,000 USD per year. The range reflects experience, skills, knowledge, abilities, education, licensure, certifications, and other business needs. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

The role requires working in an office environment, including prolonged periods of sitting at a desk and working on a computer. It may also require lifting up to 15 pounds. The position is required to work onsite four days per week.

Benefits

• 401(k) plan with employer matching
• Four medical plan options generously subsidized by the company
• Employer‑paid dental, vision, and life & AD&D insurance
• Employer‑paid short‑term and long‑term disability
• Paid maternity and parental leave
• Flexible spending accounts and health savings accounts
• Dependent care FSA
• Commuter & transit FSA
• Corporate discount program – Perkspot
• Training reimbursement
• Paid professional designations
• Volunteer days to give back to the community

Equal Employment Opportunity 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.