Senior Wealth Planner - CFP-Certified & Client-Facing
Corient
Corient is seeking a Wealth Planning Associate to support financial planning and investment analysis for high-net-worth clients. The role involves preparing plans, reports, tax and estate analysis, and coordinating client service activities under guidance from Associate Wealth Advisors and Wealth Advisors. Ideal candidates have a CFP certification, a bachelor’s degree, 2–3 years of experience, and strong Excel skills. #J-18808-Ljbffr Corient
Vacancy posted 3 days ago
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