Senior Estate Planning & Wealth Transfer Strategist
Corient Services LLC
Corient is seeking an experienced estate planning professional to serve as the firm’s subject matter expert for complex wealth transfer matters for HNW/UHNW clients. You will lead planning discussions, tailor analyses for high-net-worth families, and communicate sophisticated concepts clearly to clients. You will partner with Wealth Advisors on complex relationships, support business development by showcasing advanced planning capabilities, and mentor junior planners. #J-18808-Ljbffr
Vacancy posted 2 days ago
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