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Wealth Analyst — Elevate Client Wealth & Planning
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-07-03
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Corient Services LLC, based in Wayne, Pennsylvania, is seeking a Wealth Analyst to join their wealth management team. This role involves advising high-net-worth clients in all areas of financial planning and requires excellent communication and collaboration skills.
The ideal candidate will have a bachelor's degree in a related field and be working towards obtaining CFP credentials, with 0-3 years of relevant experience. The position offers various benefits including health insurance and a 401(k) with employer matching.
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