Wealth Planning Analyst – Entry Level
CI Financial
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Benefits offered by this job
Job summary
Corient, a leading multi-family office and wealth manager, seeks a motivated professional to support Wealth Advisors in delivering comprehensive financial planning for high-net-worth clients. The role emphasizes preparing plans, investment reports, and coordinating client service with senior advisors.
You will gather data, document tasks, attend meetings, and build relationships in the community while developing planning expertise.
Qualifications
- Basic knowledge of financial planning, investment, and client relationship skills.
- Experience with custodian interaction and financial systems.
- Bachelor's degree in related field; working toward CFP credentials.
Responsibilities
- Increase financial planning and investment knowledge through practice and responsibilities.
- Prepare financial plans, investment reports, tax and estate analysis.
- Meet with clients and document task items; coordinate client service with senior advisors.
- Gather data and information for planning processes.
- Observe and learn complex planning under guidance.
- Attend networking events and build relationships within the community.
Skills
Education
Tools
Job description
Corient, a leading multi-family office and wealth manager, seeks a motivated professional to support Wealth Advisors in delivering comprehensive financial planning for high-net-worth clients. The role emphasizes preparing plans, investment reports, and coordinating client service with senior advisors.
You will gather data, document tasks, attend meetings, and build relationships in the community while developing planning expertise.
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