Wealth Planning Analyst
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-07
Listing for:
CI Financial
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Financial Analyst, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Corient, a leading wealth management firm in the United States, seeks a detail-oriented analyst to support Wealth Strategists. You will collect client financial information, prepare charts, and assemble preliminary recommendations for client meetings.
You will analyze tax, investments, and estate planning concepts, monitor asset allocations, and collaborate with senior team members to develop comprehensive plans for high‑net‑worth clients, while managing CRM workflows and contributing to a
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