UHNW Wealth & Estate Strategy Leader

Corient; Post (OR); On-site; USD 119,000 - 193,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plan options (4 options)

Dental, Vision & Life Insurance

AD&D Insurance

Short-term & Long-term Disability

Maternity & Parental Leave

Flexible Spending Accounts (FSA)

Health Savings Accounts (HSA)

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient is seeking an experienced estate planning professional to advise high-net-worth families, develop sophisticated planning analyses, and lead complex planning discussions relating to trusts, wealth transfer, and tax strategies.

The role requires JD and 5+ years in estate planning, with credentials such as CPA/CFP/CTFA highly valued. You will collaborate with Wealth Advisors, support business development, and mentor junior planners to grow the practice.

Qualifications

• Minimum of 5 years of law firm practice in estate planning.
• 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.
• JD required; advanced credentials valued such as CPA, CFP, CPWA, or CTFA.
• Strong interpersonal and client-facing communication skills.

Responsibilities

• Serve as the team’s subject matter expert for complex estate planning and wealth transfer matters impacting HNW and UHNW clients.
• Identify, design, and communicate sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets.
• Lead planning discussions related to estate planning, trust structures, and generational wealth transfer.
• Partner with Wealth Advisors and internal teams to deliver client-centric planning.
• Mentor planners and support business development and client relationships.

Skills

Estate planning

Wealth transfer

Tax planning

Client communication

Client relationship management

Team collaboration

Public speaking/presentation

Attention to detail

Education

Juris Doctor (JD)

Bachelor's degree

CPA

CFP

CTFA

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient is seeking an experienced estate planning professional to advise high-net-worth families, develop sophisticated planning analyses, and lead complex planning discussions relating to trusts, wealth transfer, and tax strategies.

The role requires JD and 5+ years in estate planning, with credentials such as CPA/CFP/CTFA highly valued. You will collaborate with Wealth Advisors, support business development, and mentor junior planners to grow the practice.