Senior UHNW Wealth Planning Strategist

Corient; Menlo Park (CA); On-site; USD 180,000 - 290,000; Full time

Job summary

Corient is seeking a senior wealth planning advisor to serve as the planning expert for complex matters affecting ultra-high-net-worth clients. You will lead retirement and tax strategies, estate planning, trust optimization, and multigenerational wealth transfer, in collaboration with wealth advisors.

You will mentor junior planners, support business development, and stay current on planning issues to contribute to Corient's thought leadership and client-first services.

Qualifications

• 8+ years in advanced financial planning or UHNW advisory.
• Experience advising families with $10M+ investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer.
• Experience collaborating with estate attorneys, CPAs, and other advisors.
• Proficiency with financial planning software (eMoney, Holistiplan, etc.).
• Professional, personable, and team-oriented.
• Strong ability to present to clients clearly and empathetically.

Responsibilities

• Serve as planning expert for complex wealth planning matters for HNW/UHNW clients.
• Lead retirement, cash flow, tax, estate, trust, and wealth transfer planning.
• Support business development by showcasing advanced planning capabilities.
• Collaborate with Wealth Advisors and internal team members.
• Mentor and develop junior planners; contribute to thought leadership.

Skills

Advanced financial planning

Private wealth management

UHNW advisory

Tax planning

Estate planning

Client communication

Generational wealth transfer

Education

Bachelor’s degree and CFP

CPA / JD / CPWA / CTFA valued

Tools

eMoney

Holistiplan

Vanilla

Job description

Corient is seeking a senior wealth planning advisor to serve as the planning expert for complex matters affecting ultra-high-net-worth clients. You will lead retirement and tax strategies, estate planning, trust optimization, and multigenerational wealth transfer, in collaboration with wealth advisors.

You will mentor junior planners, support business development, and stay current on planning issues to contribute to Corient's thought leadership and client-first services.