Hiring: Senior Wealth Analyst Company: Corient Location: Chicago, IL Job Posted Time: 2026-09-15 14:27:26 Employment Type: On-site Target Skills & Keywords : CFP, Financial Planning, Project Management, Wealth Management About the job Experience: •3-5 years of wealth management experience, preferably in the ultra-high net worth market •5 years of wealth management experience, preferably in the ultra-high net worth market •18 years of age or older. Required Skills: •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. •Monitor asset allocations and rebalance as needed to align with clients' investment policy statement and overall goals and objectives. •Review and follow up on operation items such as wires, journals, account openings, charitable requests and other custodian specific items. •Prepare and review investment portfolio recommendations for prospects and clients. •Partner cross-functionally with senior team members to develop comprehensive financial plans that align with clients’ objectives. •Conduct investment asset class research. •Compile, enter, and monitor CRM workflows related to client financial planning requests. Qualifications: •Bachelor’s degree in financial planning, Finance, Accounting, or Business Administration; and CFP® designation preferred. •In-depth knowledge of tax, investments, and estate planning. •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 •Competencies listing for Job Family •Developing others •Relationship/Practice Management •Detail-oriented with excellent analytical and organization skills Compensation: •$75,000 - $100,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!