Teams at Corient

The Wealth Analyst role focuses on assisting Wealth Advisors in financial planning, investment reporting, and client service execution while gaining knowledge in financial planning and investment principles.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analysis, gathering client data, documenting meeting tasks, coordinating service execution, and learning complex planning while building client and community relationships.

Support wealth advisors by preparing financial plans, investment reports, tax and estate analyses, gathering client data, documenting meeting action items, coordinating service execution, and developing planning skills while interacting with custodians and planning software.