Hiring: Senior Wealth Analyst Company: Corient Location: Tulsa Metropolitan Area Job Posted Time: 2026-09-10 14:27:25 Employment Type: On-site Target Skills & Keywords : CFA, CFP, Financial Planning, Microsoft Excel, Microsoft Office, Salesforce About the job Experience: •2-4 years’ experience •4 years’ experience •18 years of age or older. Required Skills: •Increasing level of financial planning and investment knowledge through practice and advancing responsibility of planning teams and Wealth Advisors •Completes financial plans, investment reports, tax and estate analysis as requested •Vast majority of time is spent preparing for and in client meetings documenting task items and coordinating client service execution under the Associate Wealth Advisors and/or Wealth Advisor •Brings forth observations to Lead Advisors regarding clients •Limited oversight on simple projects and plans •Observing and learning complex planning •Attends networking events and begins to build relationships in the community and with COI peers Qualifications: •Bachelor's degree •Working towards CFP or CFA designation •Minimum of 2-4 years’ experience •Proficiency in Microsoft Office, especially Excel •Strong integrity and ability to maintain confidentiality. •Excellent team player with strong communication skills •Detail-oriented with excellent analytical and organizational abilities. •A proactive approach to work, with the ability to take ownership of projects and see them through to completion. •Financial planning and investment principles, including processes and procedures •Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software 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!