Senior UHNW Wealth Planner & Strategy Expert
Corient Services LLC
Corient Services LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise in tax and estate planning. The role involves serving as a subject matter expert, supporting advisors, and mentoring junior staff within a collaborative team environment. Competitive salary and growth opportunities are available within a company that values professional development. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 3 days ago
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