Wealth Analyst

Corient; Washington; On-site; USD 60,300 - 74,000; Full time

Benefits offered by this job

401(k) plan with employer matching

Employer-paid health insurance

Paid parental leave

Training reimbursement

Volunteer days

Job summary

Corient, located in Washington, is seeking a financial planning professional to provide investment services for high‑net‑worth clients. Responsibilities include data analysis, client relationship management, and effective communication.

The ideal candidate has a bachelor’s degree and must be working towards obtaining CFP credentials. The company offers competitive benefits including a 401(k) plan and subsidized medical plans.

Qualifications

• Basic knowledge of financial planning and investment.
• Experience with custodian interaction.
• 0-3 years of relevant experience.

Responsibilities

• Research and input data for financial projections.
• Support client service teams for client satisfaction.
• Attend networking events to build community relationships.

Skills

Communication skills

Attention to detail

Client relationship management

Education

Bachelor’s degree in a related field

Tools

Salesforce

Microsoft Suite

DocuSign

Portfolio accounting software

Planning software

Job description

At Corient, we provide financial planning and investment services to high‑ and ultra‑high‑net‑worth individuals and families, helping them preserve wealth while supporting their personal and community goals. We focus on exceeding expectations, simplifying lives, and establishing lasting legacies.

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 with narrowly defined limits of authority
• Attend networking events and begin building relationships in the community
• Seek to learn and develop skills
• Follow through on requests and communicate delays

Qualifications & Requirements

• Basic knowledge of financial planning, investment, and client relationship skills
• Technology: Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, planning software
• Experience with custodian interaction
• Effective oral and written communication
• 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 of experience

Competencies

• Accessibility
• Communication
• Coordination
• Follow Through
• Proactive
• Service

Physical Requirements

• Work in an office environment, including prolonged periods of sitting and computer work; reasonable accommodations will be made for disabilities
• Ability to lift up to 15 pounds
• 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 in the United States; proof of work authorization required
• Willingness to execute Corient’s Employee Agreement or Confidentiality and Non‑Disclosure Agreement, including post‑employment obligations

Benefits

• 401(k) plan with employer matching
• Four medical plan options, generously subsidized
• Employer‑paid dental, vision, life and 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 and transit FSA
• Corporate discount program – Perkspot
• Training reimbursement
• Paid professional designations
• Volunteer days to give back to the community

Compensation range: $60,300–$74,000 USD per year (based on experience, skills, education, licensure, and other factors). The position is overtime exempt and paid according to Colorado state law.

Corient is an equal‑opportunity employer. All candidates will be recruited, 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.