More jobs:
Senior Wealth Planner; CFP High-Net-Worth Clients
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2025-12-16
Listing for:
Corient
Full Time
position Listed on 2025-12-16
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm is seeking a skilled individual for a mid-senior level position in Cincinnati, OH. The role involves assisting Wealth Advisors in preparing financial plans, conducting client meetings, and gathering relevant data. Candidates must hold a Bachelor's degree and a CFP® certification, and have 2-3 years of experience in financial planning. Strong communication and analytical skills are essential, and proficiency in Microsoft Office is expected.
This firm offers a dynamic work environment with opportunities for growth.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×