Senior Wealth Analyst

CI Financial Corp

Morristown, NJ, United States
$80,000-100,000 usd py; not specified; not specifi...
Onsite
Financial planning and investment principles
Microsoft suite proficiency
Salesforce
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

Job Summary

  • 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.
  • This position will play a vital role in supporting Wealth Advisors (WAs) by providing administrative, financial, technical, and organizational services.
  • Corient is one of the fastest-growing wealth management platforms in the United States.

Matching Summary

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.

Salary

$80,000-100,000 USD per year; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning and investment principles
  • Microsoft Suite proficiency
  • Salesforce
  • Portfolio Accounting Software
  • DocuSign
  • Planning & Investment Software
  • Back-office process proficiency

Nice-to-have

  • Ambition and growth empowerment
  • Exceeding expectations
  • Simplifying lives
  • Establishing legacies
  • Talented and motivated individuals
  • Team player
  • Proactive approach

Key Requirements

  • Bachelor's degree
  • CFP® certification required
  • 2-3 years’ experience
  • Unrestricted work authorization in the United States
  • Must be 18 years of age or older

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter