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Wealth Planning Analyst for UHNW Families
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-20
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Corient Services LLC is seeking an Associate Wealth Advisor to join our Charlotte, NC team. The role centers on financial planning, client meetings, and coordinating service delivery under senior Advisors.
Requirements include a Bachelor's degree and 2–4 years' experience; working toward CFP or CFA is preferred. Proficiency in Excel and MS Office, strong integrity, and clear communication are essential, with a proactive mindset and attention to detail.
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