Event Strategist

Wealth StrategistApplylocations: US-NY-Midtown-101 Park Ave-3100time type: Full timeposted on: Posted 2 Days Agojob requisition id: JR5620**Join a team that values your ambition and empowers your growth** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. Responsibilities**Technical Expertise* Serve as the team’s subject matter expert for complex wealth planning matters impacting HNW and UHNW clients. Identify, design, and deliver sophisticated planning analyses and recommendations tailored to families with $10M+ in investable assets.* Lead planning discussions related to: + Retirement and cash flow planning + Income tax planning and tax-efficient wealth strategies + Estate planning and wealth transfer techniques + Trust structures and trust optimization + Generational wealth transfer and family legacy planning + Charitable and philanthropic planning + Asset protection and risk management + Business succession and liquidity event planning + Executive compensation and concentrated stock strategies* Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.Advisor Partnership & Client Engagement* Work closely alongside Wealth Advisors as the planning expert with the firm’s most complex client relationships.* Support business development efforts by demonstrating the firm’s advanced planning capabilities to prospective clients and referral partners.* Support advisors in deepening client relationships through comprehensive and proactive planning.* Serve as a trusted technical resource for advisors and internal team members.* Identify issues and planning opportunities for review and discussion with clients and clients’ advisors.Enterprise Impact* Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.* Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s thought leadership* Contribute to the Firm’s strategic direction of its wealth planning service offering.* Mentor planners and help drive their development**Qualifications & Requirements*** 8+ years of experience in advanced financial planning, private wealth management, family office, or UHNW advisory.* Significant experience advising families with $10M+ in investable assets.* Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.* Proficiency with financial planning, estate, and tax projection software; Education & Credentials*** Bachelor’s degree and Certified Financial Planner (CFP) designation required.* This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. Physical Requirements*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.* Eligibility Requirements*** Must be 18 years of age or older.* S. citizens or permanent residents. 401(k) Plan with Employer Matching* Four Medical Plan options that is generously subsidized by Corient* Employer paid Dental, Vision & Life and AD&D Insurance* Employer paid Short-term & Long-term Disability* Paid Maternity & Parental Leave* Flexible Spending Accounts & Health Savings Accounts* Dependent Care FSA* Commuter & Transit FSA* Corporate Discount Program - Perkspot* Training Reimbursement* Paid Professional Designations* Giving back to the community - Volunteer daysCorient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.Client assets include all assets of Corient Holdings Inc.,