Senior Wealth Planner UHNW Clients
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
The Senior Wealth Planner for UHNW Clients position in the Finance field is open for applications.
The Senior Wealth Planner for UHNW Clients role at Corient is now open for applications in Charlotte, NC, United States.
Join us at Corient as our next Senior Wealth Planner for UHNW Clients in Charlotte, NC, United States.
We are currently recruiting a Senior Wealth Planner for UHNW Clients for our team in Charlotte, NC, United States.
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