Wealth Management Analyst for High-Net-Worth Clients

Corient; Wayne (PA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) match

Medical options

Dental, vision & life insurance

Disability coverage

Parental leave

Professional development

Volunteer days

Commuter benefits

Job summary

Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills.

The role emphasizes discretion, integrity, and a strong work ethic in a collaborative setting. Onsite four days per week, you will engage with custodians, utilize Salesforce and planning software, and contribute to delivering a best‑in‑class

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Technology: Salesforce, portfolio accounting software, DocuSign, Microsoft Suite, planning software.
• Experience with custodian interaction.
• Communicate effectively, both orally and in writing.
• 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.

Responsibilities

• Research and input data related to financial projections and investment analysis.
• Support client service teams to ensure client experience exceeds expectations.
• Work to develop the 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 begin to build relationships in the community.
• Seek to learn and develop skills.
• Follow through on requests and communicate delays.

Skills

Financial planning knowledge

Investment analysis

Client relationship skills

Communication

Attention to detail

Professionalism & confidentiality

Education

Bachelor’s degree in a related field

CFP credentials pursuit

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office Suite

Planning software

Job description

Corient is seeking Wealth Analysts to join its wealth management teams serving high‑net‑worth clients. You will assist with financial projections, investment analyses, and client service, while developing communication, technical, and relational skills.

The role emphasizes discretion, integrity, and a strong work ethic in a collaborative setting. Onsite four days per week, you will engage with custodians, utilize Salesforce and planning software, and contribute to delivering a best‑in‑class