Corient

Corient

Wealth Analyst

US-IL-Chicago-10 SWacker-3100

No sponsorship$75k-$100kDetected 11 days ago
Project ManagementCRMAccountingTaxResearchCommunication

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

  • Collaborate with senior team members to develop comprehensive financial plans that align with clients' objectives.
  • Support the Wealth Planning Team.
  • Developing others

Requirements

  • Must be 18 years of age or older.
  • Bachelor's degree in financial planning, Finance, Accounting, or Business Administration
  • Strong understanding of tax, investments, and estate planning.
  • 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.
  • Bachelor's degree in financial planning, Finance, Accounting, or Business Administration; and

Nice to have

  • CFP® designation preferred.

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 $75,000 - 100,000 USD per year.

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.
  • Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team

Visa & Work Authorization

  • Must have unrestricted work authorization to work in the United States.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.