Wealth Analyst

Corient Services LLC; Wayne (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Flexible Spending Accounts

Corporate Discount Program

Job summary

Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills.

The ideal candidate will have a bachelor's degree in a related field and be working towards obtaining CFP credentials, with 0-3 years of relevant experience. The position offers various benefits including health insurance and a 401(k) with employer matching.

Qualifications

• Basic level understanding of financial planning and investment.
• Experience interacting with custodians.
• High degree of professionalism and confidentiality.

Responsibilities

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

Skills

Financial planning knowledge

Attention to detail

Communication skills

Proficiency with Salesforce

Proficiency with Microsoft Suite

Education

Bachelor’s degree in a related field

Tools

Portfolio Accounting Software

Planning Software

DocuSign

Job description

Overview

Wealth Analysts are members of wealth management teams that advise high‑net‑worth clients in all areas of their financial lives. They 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.
• 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 build relationships in the community.
• Seek to learn and develop skills.
• Follow through on requests and communicate delays.

Qualifications and Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodian interaction.
• 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.
• Proficiency with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, and Planning Software.
• Excellent communication skills, both oral and written.
• Competencies: accessibility, communication, coordination, follow‑through, proactive service.

Physical Requirements

Work in an office environment, with prolonged periods of sitting at a desk and using a computer. Ability to lift up to 15 pounds. Required to work onsite four days per week.

Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• U.S. employment opportunities are limited to U.S. citizens or permanent residents.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Equal‑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.

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options subsidized by Corient
• Employer-paid Dental, Vision and Life & 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
• Volunteer days