Senior Wealth Analyst - Client Impact & Growth
$80k - $110kCorient Services LLC
Corient Services LLC, located in Westbrook, Connecticut, seeks an Associate Wealth Advisor to enhance financial planning and investment knowledge. Responsibilities include preparing financial plans, overseeing client meetings, and building community relationships. Candidates should possess strong integrity, a Bachelor's degree, and CFP® certification, along with proficiency in Microsoft Office. The position offers a competitive salary range of $80,000–$110,000 per year, with benefits including 401(k) matching and health insurance options. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 4 days ago
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