Senior UHNW Wealth Strategy Expert
Corient
Corient seeks a senior wealth planner to serve as an expert for complex planning matters for HNW/UHNW clients. You will lead discussions on retirement, tax planning, estate planning, and generational wealth transfer, and communicate these concepts clearly to clients and advisors. You will also coach advisors and contribute to strategy. The role requires 8+ years in advanced planning with $10M+ assets, CFP designation, and collaboration with external professionals. #J-18808-Ljbffr Corient
Vacancy posted 2 days ago
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