Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies, and wealth transfer.
- Partner with Relationship Managers and clients to develop comprehensive wealth plans covering estate planning, tax strategies, and business succession
- Review estate documents and trust structures, serving as bridge between clients and external advisors (attorneys, CPAs)
- Develop written and graphical analyses of complex planning scenarios for client implementation
- Contribute to firm's thought leadership through educational materials and presentations to clients and professional groups
- JD required with 10-15+ years of estate planning experience
Senior Wealth Strategist in denver at Unknown Company
This position is listed as full time and onsite.