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Senior Wealth Planning Analyst
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-05-22
Listing for:
Corient
Full Time
position Listed on 2026-05-22
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Advisor
Job Description & How to Apply Below
Corient, based in Columbus, Ohio, is seeking a motivated individual to join their wealth management team. This role involves preparing financial plans and investment reports, as well as coordinating client service execution alongside Wealth Advisors. A Bachelor's degree and CFP certification are required, along with a minimum of 2-3 years' experience in the field.
Corient offers a supportive environment with various benefits including health plans, a 401(k) match, and opportunities for professional development. Join a rapidly growing company committed to integrity and client service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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