Senior Wealth Planner & Estate Strategy Lead
Fairygodboss
Fairygodboss is seeking an Executive Director in Wealth Planning & Advice, to leverage tax and trust & estate expertise in managing client relationships. This role involves developing strategies, serving as a resource for clients, and fostering connections with field leadership. The ideal candidate will have extensive experience in financial planning, tax advisory, and demonstrate strong presentation abilities. This position is located in Denver, Colorado, and offers a competitive salary and benefits. #J-18808-Ljbffr Fairygodboss
- ...in Denver is looking for an Executive Director, Wealth Planner to leverage expertise in tax and trust & estate laws. This role involves client engagement and collaboration... ...skills and knowledge of wealth transfer strategies are essential for success in this position. #J-1...Suggested
- ...Denver, CO, is seeking a professional to develop and implement tax, estate, and financial plans for clients, particularly those with complex needs. The role involves collaboration with other planners and strategic networking to grow client relationships and manage assets...Senior
$116k - $216k
...objectives. Advises clients on appropriate strategies and constructs and customizes portfolios... ...the complete breadth and depth of the Wealth Segment suite of capabilities.... ...which includes the ability to coach and lead employees and team to deliver on their objectives...SeniorWork at officeFlexible hours$200k - $240k
...CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for... ...You will help clients understand their estate planning, tax planning, philanthropic vehicles... .... Estate & Legacy Planning: Develop strategies for wealth transfer, asset protection,...SeniorRemote work- * Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates... ...may make recommendations to clients. May provide direction to wealth strategists and associates.* Retains and grows assets under...Senior
$94.9k - $130.5k
...Become a part of our caring community The CenterWell Senior Strategy Consultant provides data-based strategic direction to support the broader... ..., and value realization. Responsibilities: You will lead structured problem-solving and hypothesis-driven analyses to...SeniorFull timeTemporary workApprenticeshipRemote work$87.4k - $123.4k
...Empower Yourself. The Senior Wealth Advisor, Practice Lead plays a vital role in helping... ...clients through portfolio strategy conversations and... ...income optimization, and estate planning. ~ Excellent verbal... ...performing Financial Advisor & Planner, serving our Premier/...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$74k - $116k
...Manager in Denver, Colorado, to support pursuit teams in creating and implementing effective win strategies. Responsibilities include managing proposal schedules, leading quality reviews, and mentoring employees on best practices. The ideal candidate has a Bachelor's degree...SeniorWork at office$138.24k - $172.8k
Vans is seeking a Senior AI Innovation Manager to lead the identification and scaling of AI-driven solutions across brands and functions. This role blends technology, design, and strategy, driving innovation and business impact in marketing, creative, and operations. The...Senior- Kroger is seeking a Real Estate Manager to oversee the execution of the company's brick & mortar capital strategy in Denver. This role involves leading asset management and managing negotiations for lease restructuring while maintaining strong management of partnerships...Senior
- ...Consultants is seeking a Principal Consultant in Denver, Colorado, to lead project teams focused on climate risk assessments. You will... ...delivery of reports and solutions while contributing to company strategy and sales opportunities. Ideal candidates will have a bachelor's...Senior
- ...Empower Retirement in Greenwood Village, Colorado seeks a Senior Wealth Advisor, Practice Lead to serve as the primary advisor for mass affluent clients. This role involves leading a client practice team, delivering comprehensive financial advice, and managing client...SeniorRelocation package
$142.6k - $261.5k
...professional services firm is seeking a Manager for Salesforce Commerce Cloud. This role involves shaping digital commerce strategies and leading cross-functional teams. With a focus on AI-driven experiences, the ideal candidate will have 6-10 years of experience in digital...Senior$125k - $150k
Sand Cherry Associates seeks a Senior Consultant to lead AI strategy within a global Engineering organization. The ideal candidate will have over 8 years of experience in strategic consulting, with a proven ability to shape AI roadmaps and facilitate stakeholder engagement...Senior$105k - $120k
Transamerica is seeking a Sr IT Desktop Strategist in Denver, Colorado. This role involves managing the Desktop Technology Strategy to ensure that goals are achieved while delivering business value. The ideal candidate should have a Bachelor's degree in Information Systems...SeniorWork at office3 days per week$120k - $170k
Mannik Smith Group in Denver, CO is looking for a Senior Transportation Planner to lead and support the planning and development of active transportation projects. The ideal candidate should have over 15 years of experience and a degree in Urban Planning or related fields...SeniorFull time$123k - $140k
A management consulting firm in Denver is seeking a Consultant to partner with clients on strategy and operations. You will develop and implement impactful solutions, ensuring high-quality results and building strong relationships. The candidate should have over 10 years...Senior- A leading financial services firm in Denver is searching for a Financial Advisor to develop client relationships and provide wealth management solutions. You will engage with existing clients and prospect for new ones, ensuring exceptional client service and managing compliance...Senior
$125k - $200k
Corient Capital Partners is seeking a dedicated Wealth Management professional in Denver, CO. This role involves collaborating with lead advisors to enhance the client service experience and deliver tailored financial analyses. Qualified candidates should hold a bachelor...SeniorWork at office$120k - $170k
...recognizes our responsibility to the communities where we live and work. We are seeking a Senior Transportation Planner with experience in transportation planning to support and help lead active transportation, trail, and multimodal projects across Utah and the...SeniorHourly payLocal area$137.4k - $240.4k
...sophisticated clients using leading technology and... ...At Northern Trust, our Wealth Strategist position is... ...executive role. As a senior member of the Northern... ...development, solutions sales strategy, and execution of our... ...attorneys) on the benefits of estate planning services,...SeniorLocal areaFlexible hours$103k - $225k
...Wealth Strategist / Client Development Sales Director... ...sophisticated clients using leading technology and... ...development, solutions strategy and execution of the firm... ...attorneys on the benefits of estate planning capabilities/... ...is encouraged, senior leaders are accessible,...SeniorLocal areaFlexible hours$90k - $130k
A global engineering firm seeks a Senior Transportation Planner or Senior Engineer in Denver, CO. The role involves leading transportation planning projects, managing junior staff, and providing expertise in traffic operations and modeling. Candidates should have at least...Senior- Senior/Lead Data Analyst - CX Strategy & Insights Location: Anywhere Type: Contract | Category: Data | Industry: Financial Services | Workplace Type: Remote Reference ID: JN -052026-107074 Date Posted: 05/20/2026 Rate: $60.00 to $70.00/hr. w2 Description Our client...SeniorContract workLocal areaRemote work
$116k - $216k
A leading financial institution is seeking an experienced investment manager to oversee investment portfolios, advise clients, and collaborate with relationship teams. The ideal candidate will have over 10 years in investment management, strong communication skills, and...SeniorWork at officeFlexible hours- A leading financial institution is seeking a Wealth Strategist Sr to develop and implement complex tax, estate, and financial plans for clients, fostering strong relationships while achieving financial growth. Located in Denver, CO, the ideal candidate must have a JD degree...Senior
- ...financial planning and wealth management services. At... ...opportunities, go deeper, and lead further. We are built... ...in the role of Wealth Planner. The Wealth Planner is... ...education, insurance, estate, business succession,... ...recommending appropriate planning strategies, and supporting...Work at office
- FMI Corporation seeks a Senior Consultant for its Energy & Power team in Denver, CO. This full-time role involves leading client engagements, managing project delivery, and mentoring teams. Candidates should possess 5-8 years of consulting experience and a relevant degree...SeniorFull time
- A management consulting firm in Denver seeks a Senior Consultant to help energy and utilities clients with project management and strategic objectives. The ideal candidate has 5+ years in project management and 3+ years in consulting, preferably within the energy sector...Senior
$129.5k - $186.1k
...Business Advisor in Denver, Colorado. This pivotal role involves transforming complex data into actionable insights and supporting senior leadership in decision-making. The ideal candidate will have over 8 years of experience in SaaS, strong skills in Sales Operations...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Planner & Estate Strategy Lead. Be the first to apply!
- senior planner Denver, CO
- corporate meeting planner Denver, CO
- travel planner Denver, CO
- entry level environmental planner Denver, CO
- planning specialist Denver, CO
- meeting planner Denver, CO
- transportation planner Denver, CO
- planning associate Denver, CO
- workforce planner Denver, CO
- operations planner Denver, CO

