Senior Wealth Planner & Investment Strategist
Corient Services LLC
Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a fast-paced environment. You will assist in preparing plans, reports and analyses, and help coordinate client meetings under Wealth Advisors. The role emphasizes data gathering, accuracy, confidentiality and hands-on learning of planning concepts, with on-site work four days per week in Oklahoma. A Bachelor's degree and progress toward CFP/CFA are expected. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 2 days ago
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