Senior Wealth Planner & Investment Strategist
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
The following position is for a Senior Wealth Planner & Investment Strategist with Corient Services LLC.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Planner & Investment Strategist role in the description above.
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