UHNW Wealth Strategy Expert
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
Join us at Corient as our next UHNW Wealth Strategy Expert in Portland, ME, United States.
The position is based in Portland, ME, United States.
This opportunity is part of our work in Legal, Management & Operations.
The advertised compensation is 114..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the UHNW Wealth Strategy Expert role in the description above.
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