UHNW Wealth Strategy Expert
Corient
Corient is seeking a Wealth Strategist in Portland, ME to serve as the firm’s planning expert for high-net-worth clients. You will design and deliver sophisticated wealth strategies, including retirement, tax, estate and generational planning, working closely with Wealth Advisors to enhance client relationships. Role requires 8+ years in advanced financial planning, a CFP designation, and experience with families having $10M+ in investable assets. #J-18808-Ljbffr Corient
Vacancy posted 4 days ago
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