Wealth Analyst - Growth, Client Impact & Family Office

Corient; New York (NY); On-site; USD 66,000 - 106,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan Options

Dental, Vision & Life Insurance

Paid Disability & Parental Leave

Paid Professional Designations

Job summary

Corient is seeking a Wealth Analyst in New York, based in Midtown, to support advisors with client onboarding and reporting and to prepare basic financial summaries. A Bachelor's degree is required, with progress toward CFP or CFA credentials encouraged.

You will develop wealth management knowledge, assist with client communications, and perform administrative tasks under supervision to ensure a seamless client experience.

Qualifications

• Bachelor's degree required; working towards 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

Responsibilities

• 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

Skills

Wealth management concepts

Client relationship skills

Attention to detail

Communication

Education

Bachelor's degree in related field

CFP/CFA credential in progress

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is seeking a Wealth Analyst in New York, based in Midtown, to support advisors with client onboarding and reporting and to prepare basic financial summaries. A Bachelor's degree is required, with progress toward CFP or CFA credentials encouraged.

You will develop wealth management knowledge, assist with client communications, and perform administrative tasks under supervision to ensure a seamless client experience.