Lead UHNW Wealth Strategist & Legacy Planner
Corient Services LLC
Corient Services LLC in Houston, TX, seeks a seasoned wealth planning professional to serve as a subject matter expert for complex planning matters affecting HNW/UHNW clients. You will design and deliver sophisticated analyses and recommendations for families with $10M+ investable assets, focusing on retirement, tax, estate planning, trust optimization, and wealth transfer. You will partner with Wealth Advisors, support business development, mentor planners, and stay current on planning issues. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 3 days ago
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