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Lead UHNW Wealth Planner & Strategy Expert
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-08-13
Listing for:
Corient
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Corient seeks a Wealth Strategist to serve high-net-worth clients with sophisticated planning analyses. You will lead complex wealth planning matters, including retirement, tax-efficient strategies, estate planning, trusts, and generational wealth transfer for clients with $10M+ in investable assets.
Collaborating with Wealth Advisors, you’ll translate technical concepts into clear guidance, mentor junior planners, and contribute to thought leadership while advancing Corient’s wealth planning
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