Lead UHNW Wealth Planner & Strategy Expert

Corient; Menlo Park (CA); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

401(k) match

Medical plan

Dental & Vision

Life Insurance

Disability insurance

Maternity leave

FSA/HSA

Commuter benefits

Job summary

Corient seeks a Wealth Strategist to serve high-net-worth clients with sophisticated planning analyses. You will lead complex wealth planning matters, including retirement, tax-efficient strategies, estate planning, trusts, and generational wealth transfer for clients with $10M+ in investable assets.

Collaborating with Wealth Advisors, you’ll translate technical concepts into clear guidance, mentor junior planners, and contribute to thought leadership while advancing Corient’s wealth planning

Qualifications

• 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.

Responsibilities

• Serve as the team’s subject matter expert for complex wealth planning matters impacting HNW and UHNW clients.
• Lead planning discussions related to retirement and cash flow planning, tax strategies, and estate transfer techniques.
• 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.
• Coach and counsel advisors on financial planning strategies via formal training or reviews.

Skills

Advanced financial planning

UHNW advisory

Tax planning

Estate planning

Client communication

Team collaboration

Education

Bachelor’s degree

CFP designation

Tools

eMoney

Holistiplan

Vanilla

Job description

Corient seeks a Wealth Strategist to serve high-net-worth clients with sophisticated planning analyses. You will lead complex wealth planning matters, including retirement, tax-efficient strategies, estate planning, trusts, and generational wealth transfer for clients with $10M+ in investable assets.

Collaborating with Wealth Advisors, you’ll translate technical concepts into clear guidance, mentor junior planners, and contribute to thought leadership while advancing Corient’s wealth planning