Posted:
8/5/2026, 2:48:58 AM
Location(s):
California, United States ⋅ Houston, Texas, United States ⋅ Texas, United States ⋅ Menlo Park, California, United States
Experience Level(s):
Senior
Field(s):
Business & Strategy ⋅ Finance & Banking
Workplace Type:
On-site
Pay:
$125k–$200k/yr
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. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
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.
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.
Education & Credentials
Bachelor’s degree and Certified Financial Planner (CFP) designation required.
Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
This position is exempt and is paid according to the laws of the Texas or California depending on the final position location. The pay range for this position is $125,000 - $200,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. 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. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
Physical Requirements
U.S. Eligibility Requirements
What You Can Expect from Us
Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
Corient is the world’s largest multi-family office and non-bank wealth manager focused on serving ultra-high- and high-net-worth clients. As the industry’s only global professional services partnership, we combine the personal service and objectivity of a boutique with the scale and resources of a global institution. Our partnership model fosters collaboration over competition, bringing together the collective expertise of Corient to each relationship to deliver a transparent, client-first experience. As a fully integrated global firm, we deliver comprehensive solutions across investment management, wealth strategy and family office services to help clients simplify their lives, manage their wealth and establish lasting legacies.
Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.
We are an equal opportunity employer. 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.
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.
Website: https://corient.com/
Headquarter Location: Newport Beach, California, United States
Employee Count: 11-50
Year Founded: 2015
IPO Status: Private
Industries: Finance ⋅ Financial Services ⋅ Wealth Management
Visa Sponsorship: Sponsors work visas