CI Financial

Senior Wealth Analyst

CI Financial • $76K — $108K *
Seattle, WA 98115In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • CFP® certification required
  • Minimum of 2-3 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
  • Proactive approach to work, with ownership of projects.

Responsibilities

  • Increase financial planning and investment knowledge of team
  • Complete financial plans, investment reports, and analyses as requested
  • Prepare for and participate in client meetings, documenting tasks
  • Gather data and information for planning
  • Provide observations to Lead Advisors about client needs
  • Oversee simple projects with limited oversight
  • Learn about complex planning through observation
  • Attend networking events to build community relationships.

Benefits

  • 401(k) Plan with Employer Matching
  • Four Medical Plan options subsidized by Corient
  • Employer paid Dental, Vision & Life Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Commuter & Transit FSA
  • Corporate Discount Program
  • Training Reimbursement
  • Paid Professional Designations
  • Paid Volunteer Days.
Full Job Description

Responsibilities 

  • 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 

  • Data and information gathering 

  • 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 & Requirements

  • Bachelor's degree 

  • CFP® certification required 

  • Minimum of 2-3 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.

​

Competencies 

  • 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 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice. 

Pay Information

This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $76,000-$108,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience. 

Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • 401(k) Plan with Employer Matching 
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance 
  • Employer paid Short-term & Long-term Disability  
  • Paid Maternity & Parental Leave 
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA 
  • Commuter & Transit FSA 
  • Corporate Discount Program - Perkspot 
  • Training Reimbursement  
  • Paid Professional Designations  
  • Giving back to the community - Volunteer days

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
Finance & Insurance
NASDAQ
CIFAF
* Ladders Estimates

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