Corient Services LLC is seeking a seasoned Wealth Advisor-in-training to partner with Wealth Advisors and deliver comprehensive planning solutions to high- and ultra-high-net-worth clients. You will support client meetings, prepare analyses, and collaborate with investment and tax specialists to provide integrated advice.
The role offers exposure to sophisticated planning, mentorship, and a path toward lead Wealth Advisor while working with entrepreneurs and multigenerational families in a
#J-18808-LjbffrUHNW Wealth Planning Associate in tulsa at Unknown Company
This position is listed as full time and onsite.