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Senior Wealth Analyst: Client-Focused Financial Planner
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-20
Listing for:
Corient
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Corient is seeking a Senior Wealth Analyst to join our Tulsa office. You will increase financial planning and investment knowledge, complete financial plans, investment reports, and tax/estate analyses, and support client service through meetings and coordination with Wealth Advisors.
You will gather data, observe complex planning, and contribute to relationship-building at networking events, with a focus on confidentiality and high integrity in a high-net-worth environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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