Wealth Planning Associate Client Growth
Corient
Corient in Menlo Park is seeking a dedicated professional to support Wealth Advisors in delivering exceptional services to high-net-worth clients. The role involves preparing financial plans, leading client meetings, and mentoring others. Qualified candidates will have a Bachelor's degree and relevant certifications such as CFP or CFA, along with 4-8 years of experience in financial planning. The position offers a range of benefits, including health plans, retirement savings, and professional development opportunities. #J-18808-Ljbffr
Vacancy posted 3 days ago
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