Senior UHNW Wealth Planner & Legacy Architect

ci; San Francisco (CA); On-site; USD 175,000 - 200,000; Full time

Job summary

Corient seeks an experienced Senior Financial Planner to act as the planning expert for the firm\'s most complex UHNW clients. You will design tax, estate, and wealth transfer strategies and present clear, actionable recommendations to families with $10M+ in investable assets.

You will collaborate closely with Wealth Advisors, support business development, and mentor junior planners while staying current on planning issues to contribute to thought leadership across the firm.

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 cashflow planning, income tax planning, estate planning, and wealth 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.
• Support advisors in deepening client relationships through proactive planning.
• Mentor planners and help drive their development.

Skills

Advanced financial planning

UHNW advisory

Estate planning

Tax planning

Client communication

Education

Bachelor's degree

Certified Financial Planner (CFP)

Additional credentials valued (CPA, JD, CPWA, CTFA)

Tools

eMoney

Holistiplan

Vanilla

Job description

Corient seeks an experienced Senior Financial Planner to act as the planning expert for the firm\'s most complex UHNW clients. You will design tax, estate, and wealth transfer strategies and present clear, actionable recommendations to families with $10M+ in investable assets.

You will collaborate closely with Wealth Advisors, support business development, and mentor junior planners while staying current on planning issues to contribute to thought leadership across the firm.