Senior Wealth Planner (CFP) for High-Net-Worth Clients
Corient
A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a Bachelor's degree and a CFP® certification, and have 2-3 years of experience in financial planning. Strong communication and analytical skills are essential, and proficiency in Microsoft Office is expected. This firm offers a dynamic work environment with opportunities for growth. #J-18808-Ljbffr Corient
Vacancy posted 3 days ago
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