Senior Wealth Strategist
TWM Executive Search
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 #J-18808-Ljbffr
Vacancy posted 5 days ago
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