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Senior Wealth Planner

Corient Services LLC

Corient Services LLC in Indianapolis is hiring for a financial planning position requiring a Bachelor's degree and CFP® certification. The role involves preparing financial plans, working closely with clients, and a minimum of 2-3 years’ experience in the field. With a focus on team collaboration and communication, this role offers comprehensive benefits including health plans, 401(k) matching, and paid leave. This position requires on-site work four days per week, ensuring a collaborative work environment. #J-18808-Ljbffr Corient Services LLC

Vacancy posted 18 hours ago
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