Wealth Analyst: UHNW Planning & Client Growth

Corient; Columbus (OH); On-site; USD 65,000 - 72,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Health Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Job summary

A leading wealth management firm in Columbus, Ohio, seeks a skilled professional to analyze client financial information and prepare tailored financial plans. You will support the Wealth Planning Team, collaborating to meet client objectives. Required qualifications include 3-5 years in wealth management, a Bachelor's in a relevant field, and strong analytical skills. The role offers a salary range of $65,000 to $72,000, with excellent benefits including a 401(k) plan with employer matching and health insurance.

Qualifications

• 3-5 years of wealth management experience, preferably in the ultra-high net worth market.
• Strong understanding of tax, investments, and estate planning.
• Proficient project management and presentation skills.

Responsibilities

• Collect and analyze client financial information to understand their goals, risk tolerance, and financial situation.
• Prepare charts and visual aids for client meetings.
• Input data, prepare financial plans for review, including tax and estate planning.

Skills

Wealth management experience

Understanding of tax, investments, and estate planning

Investment research skills

Project management skills

Communication skills

Analytical skills

Education

Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration

CFP® designation

Tools

eMoney for planning software

Job description

A leading wealth management firm in Columbus, Ohio, seeks a skilled professional to analyze client financial information and prepare tailored financial plans. You will support the Wealth Planning Team, collaborating to meet client objectives. Required qualifications include 3-5 years in wealth management, a Bachelor's in a relevant field, and strong analytical skills. The role offers a salary range of $65,000 to $72,000, with excellent benefits including a 401(k) plan with employer matching and health insurance.