Associate Financial Planner - Columbus, OH - Corient Capital Partners

    Corient Capital Partners
    Corient Capital Partners Columbus, OH

    1 day ago

    Description

    Join Our Team at Corient Capital Partners

    We value your ambition and empower your growth.

    As an Associate Financial Planner, you will support our wealth management team in providing exceptional service and advice to clients. You will work alongside client services, data management, and investment support staff.

    1. Ensure timely completion of assigned tasks related to client records
    2. Direct client contact via email or phone

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