Senior UHNW Wealth Strategy Architect
$125k - $200kCorient
Corient is seeking an experienced wealth planning advisor in New York to serve as a subject matter expert for High Net Worth (HNW) clients. The ideal candidate will have over 8 years of experience in advanced financial planning, focusing on complex strategies for families with more than $10M in investable assets. Responsibilities include leading planning discussions, mentoring advisors, and contributing to the firm’s strategic direction. A Bachelor’s degree and CFP designation are required, with additional credentials valued highly. The salary range for this position is $125,000 - $200,000 per year. #J-18808-Ljbffr
Vacancy posted 3 days ago
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