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Senior Wealth Planner for UHNW Clients
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-22
Listing for:
Corient
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 seeking a proactive professional to support Wealth Advisors in financial planning, investment analysis, and client service execution. You will complete plans, reports, and analyses while coordinating with teams and clients.
The role emphasizes data gathering, relationship-building, and confidentiality in a fast-paced environment. Ideal candidates hold a Bachelor's degree, are pursuing CFP/CFA, and bring 2–4 years' experience with strong Excel and communication skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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