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Senior Wealth Planner UHNW Advisory
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-06-18
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Corient Private Wealth LLC. in Boston seeks a Senior Wealth Analyst to enhance financial planning for high-net-worth clients. Responsibilities include completing financial plans, participating in client meetings, and building community relationships. Required qualifications include a Bachelor's degree, CFP certification, 2-3 years of experience, and proficiency in tools like Salesforce and Excel. Full benefits include a 401(k) plan and paid professional designations.
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Position Requirements
10+ Years
work experience
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