More jobs:
Senior UHNW Wealth Planner & Legacy Architect
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-08-13
Listing for:
Corient Services LLC
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Corient is seeking a seasoned wealth planning professional to serve as the planning expert for HNW/UHNW clients. You will design sophisticated analyses, participate in discussions, and deliver tailored recommendations to preserve and transfer wealth.
Work closely with Wealth Advisors, mentor junior planners, and contribute to the firm’s thought leadership. The role is based in the United States with a focus on private wealth strategies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×