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UHNW Wealth Analyst — Tax & Estate Planning
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-06-26
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Corient Services LLC is looking for a Wealth Strategist to aid high-net-worth clients by analyzing their financial goals and developing tailored plans. The ideal candidate has 3-5 years of relevant experience and a solid understanding of tax and estate planning.
The role involves preparing investment recommendations, collaborating with team members, and effectively managing client relationships. The compensation ranges between $65,800 to $86,600 per year, with attractive benefits including a 401(k) plan and paid professional designations.
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