Wealth Analyst

Join a team that values your ambition and empowers your growth at Corient, a wealth management platform with over 40 offices across the US. We help high- and ultra-high-net-worth individuals and families preserve their wealth and establish legacies.

Requirements

• Increasing level of financial planning and investment knowledge
• Completing financial plans, investment reports, tax and estate analysis
• Data and information gathering
• Communicating effectively, both orally and in writing

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