| Location | Chicago, IL |
Corient Services LLC in Chicago, IL, is seeking a Financial Planning Analyst to support high-net-worth clients with comprehensive planning across tax, estate, insurance, and charitable gifting strategies. You will collect data, build plans, and prepare visuals for client meetings.The role requires 3–5 years in wealth management, a finance degree, CFP preferred, and strong communication. You will work onsite four days a week, collaborate with senior team members, and advance investment and#J-18808-Ljbffr