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CFP Wealth Planner Legacy
Job in
Spokane, Spokane County, Washington, 99254, USA
Listed on 2026-05-31
Listing for:
Corient
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Corient in Washington is seeking a motivated financial professional to join their team. Responsibilities include completing financial plans and investment reports while engaging with clients to enhance their financial knowledge. The ideal candidate holds a Bachelor's degree and CFP® certification, with 2-3 years of experience in financial planning.
The company offers a supportive environment that values growth and client service excellence. Benefits include 401(k) matching, paid leave, and subsidies for medical plans.
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