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Senior Wealth Planner

Corient Services LLC

Corient Services LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial plans, participating in client meetings, and managing projects. Applicants must have a Bachelor's degree, CFP certification, and 2-3 years of related experience. The company provides comprehensive benefits including a 401(k) plan, medical options, and paid professional designations. #J-18808-Ljbffr Corient Services LLC

Vacancy posted 4 days ago
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