Wealth Analyst

Job description

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 focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. 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. Responsibilities: Collect and analyze client financial information to understand their goals, risk tolerance, and current financial situation. Prepare charts, graphs, tables, and other visual aids to be used in meetings with clients. Input data, prepare financial plans and preliminary recommendations / solutions for Wealth Strategist or Wealth Advisor review and use in client meetings. This would include: Tax planning Estate planning: Insurance recommendations: Charitable gifting: College planning: Monitor asset allocations and rebalance as needed to align with clients' investment policy st...