Senior UHNW Wealth Strategist & Legacy Planner
Corient
Corient, the world’s largest multi-family office, seeks a senior wealth planner in Houston, TX to serve UHNW clients with sophisticated planning strategies. You will lead planning discussions, coordinate with advisors, and elevate client outcomes with tax and estate planning expertise. The ideal candidate has 8+ years of advanced financial planning, CFP designation, and a proven ability to present to clients. #J-18808-Ljbffr Corient
Vacancy posted 2 days ago
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