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Lead UHNW Wealth Strategist & Legacy Planner
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-08
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Corient Services LLC in Houston, TX, seeks a seasoned wealth planning professional to serve as a subject matter expert for complex planning matters affecting HNW/UHNW clients. You will design and deliver sophisticated analyses and recommendations for families with $10M+ investable assets, focusing on retirement, tax, estate planning, trust optimization, and wealth transfer.
You will partner with Wealth Advisors, support business development, mentor planners, and stay current on planning issues.
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