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Senior Wealth Planner
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-06-03
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Corient Services LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial plans, participating in client meetings, and managing projects.
Applicants must have a Bachelor's degree, CFP certification, and 2-3 years of related experience. The company provides comprehensive benefits including a 401(k) plan, medical options, and paid professional designations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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