Senior Wealth Planner: Client Strategy & Growth
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2026-08-14
Listing for:
CI Financial
Full Time
position Listed on 2026-08-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Corient is seeking an Associate Wealth Advisor to support high‑net‑worth clients through comprehensive financial planning. The role emphasizes learning, collaboration with Wealth Advisors, and active client engagement in planning and analysis.
Candidates should hold a Bachelor’s degree and CFP certification, with 2–3 years’ experience. Proficiency in Excel and MS Office is required, and confidentiality is essential in daily work.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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