Senior Wealth Planner
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-06-02
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Corient Services LLC in Indianapolis is hiring for a financial planning position requiring a Bachelor's degree and CFP® certification. The role involves preparing financial plans, working closely with clients, and a minimum of 2-3 years’ experience in the field.
With a focus on team collaboration and communication, this role offers comprehensive benefits including health plans, 401(k) matching, and paid leave. This position requires on-site work four days per week, ensuring a collaborative work environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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