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    Financial Planning Analyst - New York, United States - Corient Private Wealth LLC

    Corient Private Wealth LLC
    Corient Private Wealth LLC New York, United States

    2 weeks ago

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    Description
    Join a team that values your ambition and empowers your growth

    At Corient, we help high- and ultra-high-net-worth individuals, families and high achievers of all types enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

    We are currently looking for a Financial Planning Analyst to assist in building out financial plans and analytics. The candidate should have requisite wealth management experience working with private clients. This is a high visibility role reporting directly to the Head of Planning. Key responsibilities include:

    Key Responsibilities:
    • Collaborate with lead advisor and analyst to help produce comprehensive financial plans
    • Review and summarize complex Trust & Estate documents
    • Synthesize client cash flow models to support planning recommendations
    • Identify opportunities and issues of strategic importance to drive financial planning engagement across both clients and advisors/analysts.
    • Interact with advisors and/or clients to address their financial planning issues on an ongoing basis
    Qualifications:
    • Ideal candidate will have 7+ years of experience.
    • Holds the CFP designation or in process of obtaining
    • Bachelors' degree in finance or related discipline
    • Experience and comfortable reading and understanding trusts and planning techniques
    • Experience with cash flow modeling or other financial planning tools; eMoney preferred
    • Thoughtful and detail oriented
    • Problem solving skills, sound business judgment, and result orientated
    • Outstanding analytical and quantitative capabilities
    • Creativity thinking; thinks outside the box and above and beyond conventional wisdom
    • Proficiency in Excel necessary
    • Team Player and excellent communication (written and oral) and interpersonal skills
    We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
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