Hiring: Wealth Analyst Company: Corient Location: Menlo Park, CA Job Posted Time: 2026-09-10 11:57:20 Employment Type: On-site Target Skills & Keywords : CFP, Financial Planning, Salesforce About the job Experience: •0-3 years’ experience •3 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: •Basic level knowledge of financial planning, investment, and client relationship skills •Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software •Communicate effectively, both orally and in writing •Strong attention to detail with a high degree of accuracy and consistency •High standards of professionalism and confidentiality •Bachelors' degree in related field and working towards obtaining CFP credentials •Typically, 0-3 years’ experience •Financial planning and investment principles, including processes and procedures •Technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning & Investment Software •Proficiency with back-office process and custodians Compensation: •$65,800 - $106,000 / 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!