Wealth Planning Analyst for High‑Net‑Worth Clients

Corient; Menlo Park, Northern (CA, KY); Hybrid; 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

Disability Insurance

Maternity & Parental Leave

FSA & HSA

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking a Wealth Analyst to support financial planning and investment activities for high‑net‑worth clients in Menlo Park. You will assist in preparing financial plans, investment reports, and tax/estate analyses while coordinating with Wealth Advisors and client service teams.

Ideal candidates have a fundamentals in financial planning, strong communication, and a pursuit of CFP credentials, with 0–3 years’ experience and a willingness to learn in a collaborative, client‑facing

Qualifications

• Basic level knowledge of financial planning, investment, and client relationship skills.
• Experience with custodians and back‑office processes.
• Strong communication, confidentiality, and professional standards.

Responsibilities

• Increase financial planning and investment knowledge through practice and responsibilities.
• Complete financial plans, investment reports, tax and estate analyses as requested.
• Prepare for client meetings and document task items with Wealth Advisors.
• Gather data and observations; build relationships with COI peers and communities.

Skills

Financial planning principles

Investment principles

Client relationship skills

Communication skills

Attention to detail

Professionalism

Salesforce

Portfolio accounting software

DocuSign

Microsoft Office

Planning software

Custodian interaction

Education

Bachelor's degree in related field

Pursuing CFP credentials

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Office

Planning Software

Job description

Corient is seeking a Wealth Analyst to support financial planning and investment activities for high‑net‑worth clients in Menlo Park. You will assist in preparing financial plans, investment reports, and tax/estate analyses while coordinating with Wealth Advisors and client service teams.

Ideal candidates have a fundamentals in financial planning, strong communication, and a pursuit of CFP credentials, with 0–3 years’ experience and a willingness to learn in a collaborative, client‑facing