Wealth Analyst

CI Financial•Chicago, IL

6d•$75,000 - $100,000•Hybrid

About The Position

The Wealth Analyst supports wealth planning and advisory teams serving high- and ultra-high-net-worth clients. The role gathers and analyzes client financial information, prepares planning materials and preliminary recommendations, monitors portfolios, assists with operational requests, and conducts investment research. The analyst collaborates with senior team members to develop comprehensive plans aligned with client objectives and supports financial planning workflows. This position works onsite four days per week in an office environment.

Requirements

3–5 years of wealth management experience; experience in the ultra-high-net-worth market is preferred.
Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration.
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 planning software.
Strong intrinsic motivation and self-starter qualities, with analytical skills and the ability to work independently and as part of a high-touch team.
Detail-oriented, with excellent analytical and organizational skills.
Ability to communicate effectively, both orally and in writing.
High emotional intelligence and situational awareness.
Proactive approach, with the ability to take ownership of projects and see them through to completion.
Must be at least 18 years old.
Must have unrestricted U.S. work authorization; Corient hires U.S. citizens or permanent residents for U.S. opportunities, subject to stated exceptions, and requires proof of work authorization.
Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

CFP® designation preferred.
Wealth management experience in the ultra-high-net-worth market preferred.

Responsibilities

Collect and analyze client financial information to understand goals, risk tolerance, and current financial situations.
Prepare charts, graphs, tables, and other visual aids for client meetings.
Enter data and prepare financial plans and preliminary recommendations or solutions for review and use by a Wealth Strategist or Wealth Advisor, including tax planning, estate planning, insurance recommendations, charitable gifting, and college planning.
Monitor asset allocations and rebalance as needed to align with clients’ investment policy statements and goals.
Review and follow up on operational items such as wires, journals, account openings, charitable requests, and other custodian-specific items.
Prepare and review investment portfolio recommendations for prospects and clients.
Collaborate with senior team members to develop comprehensive financial plans aligned with client objectives.
Conduct investment asset class research.
Compile, enter, and monitor CRM workflows related to client financial planning requests.
Support the Wealth Planning Team.