Senior Wealth Analyst

CI Financial•Menlo Park, CA

1d•$100,800 - $150,000•Onsite

About The Position

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Requirements

Bachelor's degree from an accredited institution
CFP® certification required
Must be highly flexible and keep confidential all client and firm matters
Strong analytical mindset, attention to detail, and problem-solving abilities
Collaborative team player with a proactive approach to work
Customer service background preferred
Excellent verbal, written, analytical, and organizational skills
Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
Able to work independently
Enjoy being part of a team
Above average knowledge of Microsoft Excel and Word
Must be 18 years of age or older.
Must have unrestricted work authorization to work in the United States.
For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

Experience with MGP, eMoney, Holistiplan, Salesforce a plus

Responsibilities

In conjunction with the Wealth Advisor, the Senior Wealth Analyst is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team.
Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets.
Be familiar with the core competencies of financial planning – cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and what role they play within a client’s long-term financial plan.
Understand firm's wealth management process.
Demonstrate ability to gather appropriate data and client information for plan development.
Become an expert with financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients.
Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio.
Provide meaningful support in development of analysis for new client proposals.
Support ongoing portfolio monitoring and account maintenance and proactively identify action items.
Provide prompt follow-up to client meetings when applicable, completing action items with direction from the Wealth Advisor.
Effectively utilize Salesforce to ensure client information is up-to-date and coordinated among client service team.
Demonstrate ability to support advisors by completing Salesforce tasks and processes effectively and efficiently.
Act as back-up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews.
Understand and effectively utilize internal and external resources.