Senior Wealth Planning Analyst

Corient Private Wealth LLC.

Columbus, OH

JOB DETAILS
SKILLS
Analysis Skills, Certified Financial Planner (CFP), Customer Support/Service, Financial Planning, Health Plan, High Net Worth, Investment Reporting, Service Delivery
LOCATION
Columbus, OH
POSTED
3 days ago

Corient Private Wealth LLC. seeks a Senior Wealth Analyst to join our team in Columbus, OH. This role involves increasing financial planning knowledge, preparing financial plans and investment reports, and coordinating client services. The ideal candidate should possess a Bachelor's degree, CFP certification, and 2-3 years of relevant experience.We offer a range of benefits including medical plans, 401(k) with matching, and paid professional designations. Join us in delivering exceptional service to our high-net-worth clients.#J-18808-Ljbffr

About the Company

C

Corient Private Wealth LLC.