Senior Wealth Analyst: Client-Focused Financial Planner
Corient
Corient is seeking a Senior Wealth Analyst to join our Tulsa office. You will increase financial planning and investment knowledge, complete financial plans, investment reports, and tax/estate analyses, and support client service through meetings and coordination with Wealth Advisors. You will gather data, observe complex planning, and contribute to relationship-building at networking events, with a focus on confidentiality and high integrity in a high-net-worth environment. #J-18808-Ljbffr Corient
Vacancy posted 2 days ago
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