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Senior Wealth Analyst: Bespoke Financial Planning
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-22
Listing for:
ci
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Corient is hiring for an Associate Wealth Advisor track in Charlotte. You will support wealth advisors by preparing financial plans, investment analyses, and client materials while gaining deeper expertise in planning and investment concepts.
Role emphasizes meeting preparation, data gathering, and collaborative teamwork with advisors. Requirements include a bachelor’s degree and progress toward CFP/CFA, with 2–4 years of relevant experience. Onsite work four days a week.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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