Wealth Strategist

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.
• Not just a proficient technician. 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.
• Bachelor’s degree and Certified Financial Planner (CFP) designation required.
• Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued.

Pay

This position is exempt and is paid according to the laws of the State of New York. The pay range for this position is $125,000 - $200,000 USD per year.

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.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States.
• For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
• Corient requires proof of work authorization.
• Corient will require proof of work authorization.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.