Senior Wealth Strategist opportunity in Denver to serve sophisticated HNW clientele with deep expertise in estate planning, tax strategies, and wealth transfer.
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.
- 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 xhqgsiq 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.