Wealth Strategy & Planning

Corient • San Francisco, CA

1d • Onsite

About The Position

Corient is seeking a wealth planning professional to serve as a technical expert and partner to Wealth Advisors on complex planning matters for high- and ultra-high-net-worth clients, particularly families with $10 million or more in investable assets. The role develops and delivers sophisticated, tailored analyses and recommendations across financial, tax, estate, trust, wealth transfer, philanthropic, risk-management, business succession, and executive compensation topics. It also explains complex planning concepts clearly to clients and prospective clients, supports advisor-led relationships and business development, and identifies planning issues and opportunities for discussion with clients and their external advisors.

The position contributes to the firm's wealth planning strategy and thought leadership, keeps colleagues informed about planning developments, trains and counsels advisors, and mentors other planners. The role requires a bachelor's degree and CFP designation, at least eight years of relevant experience, substantial experience serving families with $10 million or more in investable assets, and deep tax, estate, and multigenerational planning expertise. Additional credentials such as CPA, JD, CPWA, or CTFA are highly valued.

This is an exempt position with an annual pay range of $175,000–$200,000. It is required to work onsite four days per week. The work may involve prolonged sitting at a desk and computer use, and may require lifting up to 15 pounds. The position requires U.S. work authorization; Corient hires U.S. citizens or permanent residents for U.S. opportunities, subject to stated exceptions. Employees must be willing to execute the applicable employee or confidentiality agreement, including post-employment obligations.

Requirements

• At least 8 years of experience in advanced financial planning, private wealth management, family office, or UHNW advisory.
• Significant experience advising families with $10 million or more 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; examples include eMoney, Holistiplan, and Vanilla.
• Professional, personable, tactful, efficient, and self-motivated approach.
• Strong interpersonal skills and willingness to work in a team-based, collaborative environment.
• Experience presenting to clients competently, confidently, persuasively, and empathetically.
• Ability to formulate knowledgeable and convincing answers to difficult questions on the spot.
• Strong organizational and multitasking skills, accuracy, service-mindedness, and meticulous attention to detail.
• Bachelor's degree.
• Certified Financial Planner (CFP) designation.
• Must be at least 18 years old.
• Must have unrestricted work authorization in the United States; for U.S. employment opportunities, Corient hires U.S. citizens or permanent residents, with exceptions determined based on shortages of qualified candidates.
• Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, including post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

Nice To Haves

• Additional advanced credentials such as CPA, JD, CPWA, or CTFA are highly valued.

Responsibilities

• Serve as the team's subject matter expert on complex wealth planning matters affecting HNW and UHNW clients.
• Identify, design, and deliver sophisticated planning analyses and recommendations tailored to families with $10 million or more in investable assets.
• Lead planning discussions on retirement and cash flow; income tax planning and tax-efficient wealth strategies; estate planning and wealth transfer; trust structures and optimization; generational wealth transfer and family legacy; charitable and philanthropic planning; asset protection and risk management; business succession and liquidity events; and executive compensation and concentrated stock strategies.
• Communicate sophisticated planning concepts in a clear, practical, and client-friendly manner.
• Partner with Wealth Advisors as a planning expert on the firm's most complex client relationships.
• Support business development by demonstrating the firm's advanced planning capabilities to prospective clients and referral partners.
• Help advisors deepen client relationships through comprehensive, 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 their advisors.
• Coach and counsel advisors on financial planning strategies through formal training or client relationship reviews.
• Stay current on planning issues, communicate updates to staff, and contribute to the firm's thought leadership.
• Contribute to the strategic direction of the firm's wealth planning service offering.
• Mentor planners and support their professional development.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options, generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior