UHNW Wealth Advisor - Strategic Planning & Legacy
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-05-31
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Corient Services LLC is seeking a dedicated financial professional to enhance client service experiences by preparing tailored financial reports and offering strategic consulting advice. The ideal candidate will hold a Bachelor's degree in Finance or Economics and possess certifications like CFP or CFA.
This role includes managing client relations, overseeing deliverables, and ensuring compliance with industry regulations. Benefits include a 401(k) plan, medical coverage options, and paid professional designations.
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