Wealth Analyst: UHNW Planning & Client
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-04-20
Listing for:
Corient
Full Time
position Listed on 2026-04-20
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Columbus, Ohio, seeks a skilled professional to analyze client financial information and prepare tailored financial plans. You will support the Wealth Planning Team, collaborating to meet client objectives. Required qualifications include 3-5 years in wealth management, a Bachelor's in a relevant field, and strong analytical skills. The role offers a salary range of $65,000 to $72,000, with excellent benefits including a 401(k) plan with employer matching and health insurance.
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