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Senior UHNW Wealth Planner & Legacy Architect

Corient Services LLC

Corient is seeking a seasoned wealth planning professional to serve as the planning expert for HNW/UHNW clients. You will design sophisticated analyses, participate in discussions, and deliver tailored recommendations to preserve and transfer wealth. Work closely with Wealth Advisors, mentor junior planners, and contribute to the firm’s thought leadership. The role is based in the United States with a focus on private wealth strategies. #J-18808-Ljbffr Corient Services LLC

Vacancy posted more than 2 months ago

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