UHNW Wealth Analyst — Tax & Estate Planning
$65.8k - $86.6kCorient Services LLC
Corient Services LLC is looking for a Wealth Strategist to aid high-net-worth clients by analyzing their financial goals and developing tailored plans. The ideal candidate has 3-5 years of relevant experience and a solid understanding of tax and estate planning. The role involves preparing investment recommendations, collaborating with team members, and effectively managing client relationships. The compensation ranges between $65,800 to $86,600 per year, with attractive benefits including a 401(k) plan and paid professional designations. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 1 day ago
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