Wealth Analyst — Elevate Client Wealth & Planning

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

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.