Wealth Planning Associate
CI Financial
Corient is seeking an Associate Wealth Advisor to support financial planning, investment analysis, and client service under senior Wealth Advisors. The role focuses on solidifying planning knowledge, coordinating with custodians, and preparing materials for client meetings. Ideal candidates have a foundational understanding of financial planning, 0–3 years of experience, and are pursuing CFP credentials in a professional wealth-management environment in California. #J-18808-Ljbffr CI Financial
Vacancy posted 4 days ago
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