Wealth Analyst
CorientColumbus, Ohio, United States
Posted April 16, 2026
65000 - 72000 USD
Full Time
About the Company
Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies. Links to third-party websites are provided solely for informational purposes and do not constitute investment advice or a recommendation to invest. We do not endorse or guarantee the accuracy of content on these external sites and are not responsible for their policies, security practices, or the reliability of the information they provide. Full legal disclosures: https://www.corient.com/privacy-policy
Job Description
Join Corient, a team that values ambition and empowers growth, to help high- and ultra-high-net-worth individuals and families preserve wealth for future generations and support their philanthropic causes. As a Wealth Analyst, you will collect and analyze client financial information, prepare financial plans, and work closely with senior team members to develop comprehensive financial plans that align with clients' objectives.
Requirements
- 3-5 years of wealth management experience, preferably in the ultra-high net worth market;
- Bachelor's degree in financial planning, Finance, Accounting, or Business Administration;
- CFP designation preferred;
- 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 for planning software;
- Strong intrinsic motivation, self-starter with strong analytical skills who will work both independently and as part of a high-touch team
Benefits
- 401(k) Plan with Employer Matching
- Four Medical Plan options
- 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