Corient
Senior Wealth Analyst
US-MA-Boston-1 Post Office-2400 · Senior
No sponsorship$80k-$110kDetected 30 days ago
SalesforceAccountingExcelCommunicationMicrosoft Office
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
- Brings forth observations to Lead Advisors regarding clients
- Attends networking events and begins to build relationships in the community and with COI peers
- Strong integrity and ability to maintain confidentiality.
- Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
Requirements
- Bachelor's degree
- CFP® certification required
- Minimum of 2-3 years' experience
- Proficiency in Microsoft Office, especially Excel
- A proactive approach to work, with the ability to take ownership of projects and see them through to completion.
- Proficiency with back-office process and custodians
- Must be 18 years of age or older.
- Must have unrestricted work authorization to work in the United States.
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 $80,000 - $110,000 USD per year.
Benefits
- 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
- Observing and learning complex planning
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.
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This listing is sourced directly from Corient's careers page and normalized into a canonical job model.