Associate Wealth Advisor - Growth & Client Impact
Corient Private Wealth LLC.
Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience and is certified as a CFP or CFA. Benefits include a 401(k) plan with employer matching, multiple medical plans, insurance coverage, and a comprehensive employee experience. Candidates must also have strong understanding of investment processes and technology tools like Salesforce. #J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 4 days ago
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