Senior Wealth Strategy Analyst
Listed on 2026-10-17
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Finance & Banking
Financial Analyst, Financial Advisor / Consultant, Wealth Management
Corient is seeking a capable associate to support wealth planning and client service. You will help prepare financial plans, investment reports, and tax/estate analyses while coordinating tasks for Wealth Advisors.
You will gather client data, discuss insights with senior advisors, and begin building relationships within the community and among COI peers. The role requires a Bachelor's degree, 2–4 years of experience, and proficiency in Excel.
We have an opening for a Senior Wealth Strategy Analyst in Charlotte, NC, United States within Finance.
Learn more about the Senior Wealth Strategy Analyst role in the description above.
We appreciate your interest in this position.
Join Corient and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Strategy Analyst role at Corient, based in Charlotte, NC, United States.
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