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Senior Wealth Planner & Investment Strategist
Job in
Broken Arrow, Tulsa County, Oklahoma, 74013, USA
Listed on 2026-08-17
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Corient Services LLC is seeking a motivated Wealth Planning Associate to support financial planning and client service delivery in a fast-paced environment. You will assist in preparing plans, reports and analyses, and help coordinate client meetings under Wealth Advisors.
The role emphasizes data gathering, accuracy, confidentiality and hands-on learning of planning concepts, with on-site work four days per week in Oklahoma. A Bachelor's degree and progress toward CFP/CFA are expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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