Senior Wealth Planning Analyst
Corient Private Wealth LLC.
Corient Private Wealth LLC. seeks a Senior Wealth Analyst to join our team in Columbus, OH. This role involves increasing financial planning knowledge, preparing financial plans and investment reports, and coordinating client services. The ideal candidate should possess a Bachelor's degree, CFP certification, and 2-3 years of relevant experience. We offer a range of benefits including medical plans, 401(k) with matching, and paid professional designations. Join us in delivering exceptional service to our high-net-worth clients. #J-18808-Ljbffr Corient Private Wealth LLC.
Vacancy posted 1 day ago
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