Corient
Wealth Analyst
US-CO-Denver-200 Clayton -0300
No sponsorship$60k-$74kDetected 6 days ago
AccessibilitySalesforceAccountingResearchCommunication
About the role
- We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.
- As the nature of business demands change, so may the functions of this position.
- Additional duties and responsibilities may be assigned with or without notice.
Responsibilities
- 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
- Attend networking events and begins to build relationships in the community
- Seek to learn and develop skills
- Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
Requirements
- Must be 18 years of age or older.
- Experience with custodian interaction
- Strong attention to detail with a high degree of accuracy and consistency
- Bachelors' degree in related field and working towards obtaining CFP credentials
- This position may require the ability to lift up to 15 pounds.
- Must have unrestricted work authorization to work in the United States.
- Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Skills
- Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
Compensation
- The pay range for this position is $ 60,300-$74,000 USD per year.
- It is not typical for an individual to be offered a salary at or near the top of the range for a position.
Company info
- Join a team that values your ambition and empowers your growth
- 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 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.
Visa & Work Authorization
- Must have unrestricted work authorization to work in the United States.
Apply directly at Corient →Create a free account for alerts like thisView Corient immigration profile
This listing is sourced directly from Corient's careers page and normalized into a canonical job model.