Wealth Strategist

Responsibilities

• Technical Expertise
• Serve as the team's subject matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design, and deliver sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets.
• Lead planning discussions related to: Retirement and cash flow planning
• Income tax planning and tax-efficient wealth strategies
• Estate planning and wealth transfer techniques
• Trust structures and trust optimization
• Generational wealth transfer and family legacy planning
• Charitable and philanthropic planning
• Asset protection and risk management
• Business succession and liquidity event planning
• Executive compensation and concentrated stock strategies
• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.
• Advisor Partnership & Client Engagement
• Work closely alongside Wealth Advisors as the planning expert with the firm's most complex client relationships.
• Support business development efforts by demonstrating the firm's advanced planning capabilities to prospective clients and referral partners.
• Support advisors in deepening client relationships through comprehensive and proactive planning.
• Serve as a trusted technical resource for advisors and internal team members.
• Identify issues and planning opportunities for review and discussion with clients and clients' advisors.
• Enterprise Impact
• Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.
• Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm's thought leadership
• Contribute to the Firm's strategic direction of its wealth planning service offering.
• Mentor planners and help drive their development
• Qualifications & Requirements
• 8+ years of experience in advanced financial planning, private wealth management, family office, or UHNW advisory.
• Significant experience advising families with $10M+ in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with financial planning, estate, and tax projection software; eMoney, Holistiplan, Vanilla, etc..
• Professional, personable, tactful, efficient, and self-motivated.
• Strong interpersonal skills and desire to work in a team based collaborative environment.
• Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
• Education & Credentials
• Bachelor's degree and Certified Financial Planner (CFP) designation required.
• Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued
• Physical Requirements
• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when po

Benefits

Additional Information

Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

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