Wealth Strategy Analyst

CI Financial; Morristown (TN); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans (4 options)

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts

Health Savings Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution.

This role supports Wealth Advisors with financial planning, client meetings, and related analysis, offering growth, training, and a path toward CFP credentials.

Qualifications

• Basic knowledge of financial planning, investments, and client relationships.
• Experience with custodian interaction and required software tools.
• Bachelor’s degree and working toward CFP credentials; 0–3 years experience.

Responsibilities

• Develop financial plans, investment reports, tax and estate analysis.
• Prepare for and participate in client meetings with Advisors.
• Gather data and information for planning.
• Share observations with Lead Advisors about clients.
• Oversee simple projects and planning tasks.
• Learn and observe complex planning processes.
• Attend networking events and build community relationships.

Skills

Financial planning

Client relations

Communication

Attention to detail

Professionalism

Confidentiality

Education

Bachelor's degree

CFP credentials in progress

Tools

Salesforce

Portfolio accounting software

DocuSign

Microsoft Suite

Planning Software

Job description

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution.

This role supports Wealth Advisors with financial planning, client meetings, and related analysis, offering growth, training, and a path toward CFP credentials.