Wealth Analyst – UHNW Planning & Investment Research

Corient; Chicago (IL); Presencial; USD 75 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) plan with employer matching

Medical plan options

Dental, Vision & Life Insurance

AD&D Insurance

Short & Long-term Disability

Parental Leave

FSAs & HSAs

Commuter benefits

Resumo da oferta

Corient is seeking a Wealth Analyst in Chicago to analyze client financial information, prepare financial plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and coordinate with senior advisors to deliver tailored wealth strategies for high-net-worth clients.

Ideal candidates have 3–5 years in wealth management, a relevant degree, and strong skills in tax, estate planning, and investment research.

Qualificações

• 3-5 years wealth management experience in the ultra-high net worth market
• Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration
• CFP designation preferred
• Strong understanding of tax, investments, and estate planning
• Strong investment research skills
• Proficient project management and presentation skills
• Solid understanding of eMoney for planning software

Responsabilidades

• Collect and analyze client financial information to understand goals, risk tolerance, and current financial situation.
• Prepare charts, graphs, tables, and other visual aids for client meetings.
• Input data and prepare financial plans and preliminary recommendations for Wealth Strategist review.
• Monitor asset allocations and rebalance as needed to align with client goals.
• Review and follow up on wires, journals, account openings, charitable requests and other items.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team to develop comprehensive financial plans.
• Conduct investment asset class research and CRM workflow entries.
• Support the Wealth Planning Team.

Conhecimentos

Wealth management

Financial planning

Tax planning

Formação académica

Finance/Business degree

Descrição da oferta de emprego

Corient is seeking a Wealth Analyst in Chicago to analyze client financial information, prepare financial plans, and support the Wealth Planning Team. You will monitor asset allocations, prepare investment recommendations, and coordinate with senior advisors to deliver tailored wealth strategies for high-net-worth clients.

Ideal candidates have 3–5 years in wealth management, a relevant degree, and strong skills in tax, estate planning, and investment research.