Senior Wealth Planner

Corient Services LLC; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Employer paid Dental and Vision Insurance

Flexible Spending Accounts

Training Reimbursement

Volunteer days

Job summary

Corient Services LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial plans, participating in client meetings, and managing projects.

Applicants must have a Bachelor's degree, CFP certification, and 2-3 years of related experience. The company provides comprehensive benefits including a 401(k) plan, medical options, and paid professional designations.

Qualifications

• Minimum of 2-3 years of experience required.
• Strong integrity and ability to maintain confidentiality.
• Detail-oriented with excellent analytical abilities.

Responsibilities

• Completes financial plans and investment reports as requested.
• Prepares for and participates in client meetings.
• Observes and learns complex planning.

Skills

Financial planning and investment principles

Microsoft Office proficiency

Communication skills

Analytical abilities

Organizational abilities

Education

Bachelor's degree

CFP® certification

Tools

Salesforce

Portfolio Accounting Software

DocuSign

Microsoft Suite

Planning & Investment Software

Job description

Corient Services LLC in Columbus, Ohio, seeks a Financial Planner to enhance financial planning knowledge and support Wealth Advisors. The role involves preparing financial plans, participating in client meetings, and managing projects.

Applicants must have a Bachelor's degree, CFP certification, and 2-3 years of related experience. The company provides comprehensive benefits including a 401(k) plan, medical options, and paid professional designations.