UHNW Wealth Strategy Expert

Corient; Portland (ME); On-site; USD 114,000 - 185,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical plans subsidized

Dental, Vision & Life Insurance

Maternity & Parental Leave

FSA/HSA programs

Commuter & Transit FSA

Perkspot Corporate Discounts

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

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.

Qualifications

• Bachelor’s degree and CFP designation required; advanced credentials valued.
• 8+ years of experience in advanced financial planning or private wealth management.
• Experience advising families with $10M+ investable assets; cross‑disciplinary collaboration.
• Proficiency with financial planning, estate and tax projection software; eMoney, Holistiplan, Vanilla.

Responsibilities

• Serve as the team’s subject matter expert for complex wealth planning matters for HNW/UHNW clients.
• Lead planning discussions: retirement, cash flow, tax-efficient strategies, estate and wealth transfer.
• Communicate sophisticated concepts clearly and serve as technical resource for advisors.
• Coach and counsel advisors, contribute content to thought leadership, and support business development.

Skills

Wealth planning

UHNW advisory

Estate planning

Tax planning

Interpersonal skills

Team collaboration

Communication

Education

Bachelor’s degree

CFP designation

CPA/JD/CPWA/CTFA valued

Tools

eMoney

Holistiplan

Vanilla

Job description

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.