Wealth Planning Analyst for UHNW Clients

Corient Services LLC; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Disability insurance (short/long-term)

Maternity & Parental Leave

FSAs & Health Savings Accounts

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Volunteer days

Perkspot corporate discount

Job summary

Corient seeks a Wealth Planner to collect client data, build financial plans, and prepare investment recommendations for UHNW clients in a high-touch setting in Chicago. You will partner with the Wealth Planning Team to balance tax, estate, and investment considerations.

Ideal candidates have 3–5 years in wealth management, a relevant degree, and strong presentation skills. This role includes a comprehensive benefits package and opportunities for professional growth within Corient's multi-family

Qualifications

• 3–5 years of wealth management experience, preferably 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.
• Professional business acumen and enhanced communication skills.
• Solid understanding of eMoney for planning software.
• Strong intrinsic motivation and ability to work independently and in a high-touch team.

Responsibilities

• 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, prepare financial plans and preliminary recommendations for review.
• Monitor asset allocations and rebalance as needed to align with client goals.
• Prepare and review investment portfolio recommendations for prospects and clients.
• Collaborate with senior team members to develop comprehensive financial plans.
• Conduct investment asset class research.
• Compile, enter, and monitor CRM workflows related to client planning requests.
• Support the Wealth Planning Team.

Skills

Wealth management

Financial planning

Tax planning

Estate planning

Investment research

CRM workflows

Presentations

eMoney planning software

Education

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

CFP® designation preferred

Tools

eMoney planning software

Job description

Corient seeks a Wealth Planner to collect client data, build financial plans, and prepare investment recommendations for UHNW clients in a high-touch setting in Chicago. You will partner with the Wealth Planning Team to balance tax, estate, and investment considerations.

Ideal candidates have 3–5 years in wealth management, a relevant degree, and strong presentation skills. This role includes a comprehensive benefits package and opportunities for professional growth within Corient's multi-family