Wealth Analyst

Corient • Houston, TX

2d • Hybrid

About The Position

Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial lives. Wealth Analysts play a key role in providing exceptional service that requires good communication, collaboration, strong execution and follow-up skills.

Requirements

• Basic level knowledge of financial planning, investment, and client relationship skills
• Salesforce, Portfolio Accounting Software, DocuSign , Microsoft Suite, Planning Software
• Experience with custodian interaction
• Communicate effectively, both orally and in writing
• Strong attention to detail with a high degree of accuracy and consistency
• High standards of professionalism and confidentiality
• Bachelors' degree in related field and working towards obtaining CFP credentials
• Typically, 0-3 years’ experience
• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• 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

• working towards obtaining CFP credentials

Responsibilities

• Research and Input data related to financial projections and investment analysis
• Support client service teams to ensure client experience exceeds expectations
• Work to develop the essential communication, technical and social skills to support the client relationships
• Work under close supervision and guidance with narrowly defined limits of authority
• Attend networking events and begins to build relationships in the community
• Seek to learn and develop skills
• Follow through on requests and communicate delays

Benefits

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level