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Corient Services

Wealth Strategist

US-MA-Boston-1 Post Office-2400onsite$119K – $193K

Posted 5 days ago · via Workday

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About this 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 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: Serve as the team’s subject matter expert for complex estate planning and wealth transfer matters impacting HNW and UHNW clients.…

Read the full description on Corient Services's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in US-MA-Boston-1 Post Office-2400. We weight your proximity and willingness to relocate.

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