Senior Wealth Analyst—UHNW Planning & Growth
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Finance & Banking
Job Description & How to Apply Below
Corient seeks a Senior Wealth Analyst in Seattle to advance financial planning efforts for UHNW clients. You will complete financial plans, investment reports, and tax/estate analyses, supporting Wealth Advisors and coordinating client service delivery.
Role emphasizes data gathering, client meetings, and relationship-building with COI peers. Qualifications include a Bachelor's degree with CFP certification and 2-3 years’ experience, plus proficiency in Excel, Salesforce, and the Microsoft
The following role is for a Senior Wealth Analyst—UHNW Planning & Growth with Corient.
We are looking to fill the Senior Wealth Analyst—UHNW Planning & Growth position at Corient in Seattle, WA, United States.
The Senior Wealth Analyst—UHNW Planning & Growth role at Corient is now open for applications in Seattle, WA, United States.
Join us at Corient as our next Senior Wealth Analyst—UHNW Planning & Growth in Seattle, WA, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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