Wealth Analyst

Corient; Wayne (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Medical options

Dental, vision & life insurance

Disability coverage

Parental leave

Professional development

Volunteer days

Commuter benefits

Job summary

Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills.

The role emphasizes discretion, integrity, and a strong work ethic in a collaborative setting. Onsite four days per week, you will engage with custodians, utilize Salesforce and planning software, and contribute to delivering a best‑in‑class

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 a related field and working towards obtaining CFP credentials.
• Typically, 0–3 years’ experience.

Responsibilities

• Research and input data related to financial projections and investment analysis.
• Support client service teams to ensure client experience exceeds expectations.
• Work to develop the 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.

Skills

Financial planning knowledge

Investment analysis

Client relationship skills

Communication

Attention to detail

Professionalism & confidentiality

Education

Bachelor’s degree in a related field

CFP credentials pursuit

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office Suite

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 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.

Overview

Wealth Analysts are members of wealth management teams that advise high‑net‑worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow‑up skills.

Responsibilities

• Research and input data related to financial projections and investment analysis.
• Support client service teams to ensure client experience exceeds expectations.
• Work to develop the 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: 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 a related field and working towards obtaining CFP credentials.
• Typically, 0–3 years’ experience.

Competencies

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

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

• 401(k) Plan with Employer Matching
• Four medical plan options that are 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 one of the fastest‑growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

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.