Wealth Analyst

CI Financial • New York, NY

12d • $65,800 - $106,000 • Hybrid

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

• Bachelors' degree in related field and working towards obtaining CFP or CFA credential
• Typically, 0-2 years experience
• Communicates clearly and professionally
• High attention to detail and accuracy
• Responds promptly to requests and escalates issue
• Basic financial planning and investment principles
• Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
• Experience with custodian interaction
• 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. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• 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.

Responsibilities

• Basic understanding of wealth management concepts, financial planning and client relationship skills
• Seeks to learn and develop skills
• Supports advisors with client onboarding and reporting
• Prepares basic financial reports and client summaries
• Completes administrative tasks to support team to ensure client experience exceeds expectations
• Works under close supervision and guidance with narrowly defined limits of authority
• Follows established processes

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