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Senior Wealth Analyst - Client Impact & Growth
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-06-01
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
Corient Services LLC, located in Westbrook, Connecticut, seeks an Associate Wealth Advisor to enhance financial planning and investment knowledge. Responsibilities include preparing financial plans, overseeing client meetings, and building community relationships. Candidates should possess strong integrity, a Bachelor's degree, and CFP® certification, along with proficiency in Microsoft Office.
The position offers a competitive salary range of $80,000–$110,000 per year, with benefits including 401(k) matching and health insurance options.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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