Wealth Strategist

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience.

As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

• 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.

• 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.
• 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

• 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.

• Bachelor’s degree and Certified Financial Planner (CFP) designation required.
• Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued