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Associate Wealth Strategist
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- 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.
- Areas of emphasis include financial goals analysis, estate planning, education planning, tax planning, insurance needs analysis, retirement planning, cash flow analysis, and executive compensation planning.
- Certified Financial Planner (CFP) designation or Chartered Financial Consultant (ChFC) designation required.
- CPA or JD preferred.
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