Senior Wealth Planning Analyst
Corient
Corient, based in Columbus, Ohio, is seeking a motivated individual to join their wealth management team. This role involves preparing financial plans and investment reports, as well as coordinating client service execution alongside Wealth Advisors. A Bachelor's degree and CFP certification are required, along with a minimum of 2-3 years' experience in the field. Corient offers a supportive environment with various benefits including health plans, a 401(k) match, and opportunities for professional development. Join a rapidly growing company committed to integrity and client service. #J-18808-Ljbffr Corient
Vacancy posted 2 days ago
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