Senior Wealth Strategy Analyst
Listed on 2026-10-15
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant
Corient is seeking an ambitious Associate Wealth Advisor to support financial planning, investment analysis, and client service under the guidance of senior advisors. You will prepare plans, reports, and tax/estate analyses while building relationships in the community; a Bachelor’s degree and progress toward CFP or CFA, 2–4 years’ experience, and strong Excel skills are required.
Join a team focused on delivering exceptional client outcomes, with opportunities for growth in a leading
We have an opening for a Senior Wealth Strategy Analyst in Charlotte, NC, United States within Finance.
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 Strategy Analyst role in the description above.
We appreciate your interest in this position.
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