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Jobs · Finance · Oregon

Wealth Strategist

Corient · Portland, OR · 2 wk ago
Finance$114k–$185k/yrFull-time

About the Role

Join a team that values your ambition and empowers your growth. At Corient, we help high- and ultra-high-net-worth individuals and families enjoy a full life while preserving their wealth for future generations and providing for the people, causes, and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations.

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.

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.
  • Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
  • Proficiency with financial planning, estate, and tax projection software; eMoney, Holistiplan, Vanilla, etc.
  • Professional, personable, tactful, efficient, and self-motivated.
  • Strong interpersonal skills and desire to work in a team-based collaborative environment.
  • Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
  • Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.

Qualifications

  • Bachelor’s degree and Certified Financial Planner (CFP) designation required.
  • Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued.

Pay

The pay range for this position is $114,000 - $184,800 USD per year. This range takes into account factors such as experience, skills, knowledge, abilities, education, licensure, and certifications, as well as other business and organizational needs.

Schedule

This position is required to work onsite 4 days per week.

Benefits

  • 401(k) Plan with Employer Matching
  • Four generously subsidized Medical Plan options
  • 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
  • Volunteer days for community giving

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.
  • This position may require the ability to lift up to 15 pounds.

Must be 18 years of age or older and have unrestricted work authorization to work in the United States. Corient hires U.S. citizens or permanent residents. Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

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