Wealth Analyst

ci

New York (NY)

On-site

USD 66,000 - 106,000

Full time

4 days ago

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Benefits offered by this job

401(k) Matching

Medical Plans

Dental & Vision

Disability Insurance

Parental Leave

Commuter FSA

Training Reimbursement

Job summary

Corient, a leading multi-family office, seeks an entry-level Wealth Management Associate to support advisors with client onboarding, reporting, and basic financial planning tasks.

You will learn, focus on accuracy, and work closely with teammates to ensure high-quality client experiences. The role emphasizes growth, learning, and professional development in a collaborative office environment.

Qualifications

Bachelor's degree in a related field and working toward CFP or CFA credential.
Typically, 0-2 years experience.
Clear and professional communication.
High attention to detail and accuracy.
Responds promptly and escalates issues.

Responsibilities

Supports advisors with client onboarding and reporting.
Prepares basic financial reports and client summaries.
Completes administrative tasks to support team and client experience.
Works under close supervision within defined authority.
Follows established processes.

Skills

Basic financial planning

Investment principles

Client relationship skills

Communication

Technologies

Education

Bachelor's degree

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Join a team that values your ambition and empowers your growthAt 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

Basic understanding of wealth management concepts, financial planning and client relationship skills
Seeks to learn and develop skills
Supports advisors with client onboarding and reporting
Prepares basic financial reports and client summaries
Completes administrative tasks to support team to ensure client experience exceeds expectations
Works under close supervision and guidance with narrowly defined limits of authority
Follows established processes

Qualifications & Requirements

Bachelors' degree in related field and working towards obtaining CFP or CFA credential
Typically, 0-2 years experience
Communicates clearly and professionally
High attention to detail and accuracy
Responds promptly to requests and escalates issue

Competencies

Basic financial planning and investment principles
Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
Experience with custodian interaction

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.

Pay Information

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $65,800 - $106,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

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