Wealth Strategist

CI Financial; Portland (OR); On-site; USD 114,000 - 185,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Medical Plan options

Dental, Vision & Life Insurance

Employer paid Disability Insurance

Paid Maternity & Parental Leave

Flexible Spending Accounts / Health FS

Commuter & Transit FSA

Training Reimbursement

Paid Professional Designations

Job summary

Corient in Portland, OR seeks an experienced Senior Wealth Planner to serve as the planning expert for high-net-worth clients and lead complex wealth strategies. You will collaborate with wealth advisors, present sophisticated concepts clearly, and drive opportunities for comprehensive planning engagement.

The role requires CFP designation and extensive experience in tax and estate planning for families with $10M+ in investable assets.

Qualifications

• Bachelor’s degree and CFP designation required.
• Experience advising families with $10M+ 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 software (eMoney, Holistiplan, Vanilla).
• Strong communication, presentation, and client relationship skills.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous attention to detail.

Responsibilities

• Serve as subject matter expert for complex wealth planning for HNW/UHNW clients.
• Lead planning discussions and present sophisticated concepts to clients.
• Partner with Wealth Advisors and support business development.
• Mentor and coach junior planners; contribute to thought leadership.
• Identify planning opportunities to review with clients.

Skills

Advanced financial planning

Client engagement

Presentation to clients

Education

Bachelor’s degree

CFP designation

Other advanced credentials valued (CPA/JD/CPWA/CTFA)

Tools

eMoney

Holistiplan

Vanilla

Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities:

Technical Expertise

• Serve as the team’s subject matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design, and deliver sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets.

• Lead planning discussions related to:

• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.
  

Advisor Partnership & Client Engagement

• Work closely alongside Wealth Advisors as the planning expert with the firm’s most complex client relationships.

• Support business development efforts by demonstrating the firm’s advanced planning capabilities to prospective clients and referral partners.

• Support advisors in deepening client relationships through comprehensive and proactive planning.

• Serve as a trusted technical resource for advisors and internal team members.

• Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.

Enterprise Impact

• Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.

• Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s thought leadership

• Contribute to the Firm’s strategic direction of its wealth planning service offering.

• Mentor planners and help drive their development

Qualifications & Requirements

• 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..

• Professional, personable, tactful, efficient, and self-motivated.

• Strong interpersonal skills and desire to work in a team based collaborative environment.

• Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.

• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.

Education & Credentials

• Bachelor’s degree and Certified Financial Planner (CFP) designation required.

• Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

This position is exempt and is paid according to the laws of the State of Maine. The pay range for this position is $114,000 - $184,800 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability
• Paid Maternity & Parental Leave
• Flexible Spending Accounts& Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement
• Paid Professional Designations
• Giving back to the community - Volunteer days

Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.