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Wealth Planning Analyst
Job in
Spokane, Spokane County, Washington, 99254, USA
Listed on 2026-07-09
Listing for:
Corient
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Corient, located in Washington, is seeking a financial planning professional to provide investment services for high‑net‑worth clients. Responsibilities include data analysis, client relationship management, and effective communication.
The ideal candidate has a bachelor’s degree and must be working towards obtaining CFP credentials. The company offers competitive benefits including a 401(k) plan and subsidized medical plans.
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