Wealth Strategist - Menlo Park, CA

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 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.

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:
• Retirement and cash flow planning
• Income tax planning and tax-efficient wealth strategies
• Estate planning and wealth transfer techniques
• Trust structures and trust optimization
• Generational wealth transfer and family legacy planning
• Charitable and philanthropic planning
• Asset protection and risk management
• Business succession and liquidity event planning
• Executive compensation and concentrated stock strategies
• 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.
• 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