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UHNW Wealth Strategy Expert
Job in
Portland, Cumberland County, Maine, 04122, 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 is seeking a Wealth Strategist in Portland, ME to serve as the firm’s planning expert for high-net-worth clients. You will design and deliver sophisticated wealth strategies, including retirement, tax, estate and generational planning, working closely with Wealth Advisors to enhance client relationships.
Role requires 8+ years in advanced financial planning, a CFP designation, and experience with families having $10M+ in investable assets.
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