Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Planner & Estate Strategy Lead in Denver, CO vacancy
  •  ...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

    PNC Financial Services Group, Inc.

    Denver, CO
    4 days ago
  • The 001 The Northern Trust Company is looking for a Wealth Strategist / Client Development Sales Director to cultivate relationships...  ...and families while focusing on client development and solution strategy. This role involves executing brand strategy and maintaining ongoing... 
    Senior

    001 The Northern Trust Company

    Denver, CO
    4 days ago
  • First Western is seeking a Senior Vice President, Trust Officer in Denver, Colorado. This...  ...demands expertise in trust administration and estate planning, focusing on expanding trust...  ...and internal teams to deliver tailored wealth plans, oversee fiduciary activities, and... 
    Senior
    Full time

    First Western

    Denver, CO
    2 days ago
  •  ...Colorado, to manage client relationships and provide comprehensive wealth management solutions. You will leverage your extensive experience in Private Banking to support clients with their investment strategies and financial needs. The ideal candidate must have strong... 
    Senior

    Stryker Corporation

    Denver, CO
    22 hours ago
  • Fairygodboss is seeking a Wealth Strategist Sr to be based in Denver, CO. This role involves developing and implementing complex financial plans, and requires a minimum of 8 years of relevant experience. The ideal candidate will have a JD degree, a strong focus on customer... 
    Senior
    Work at office

    Fairygodboss

    Denver, CO
    22 hours ago
  • $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,... 
    Senior
    Remote work

    CIBC

    Denver, CO
    3 days ago
  • * 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

    PNC Financial Services Group, Inc.

    Denver, CO
    4 days ago
  • 001 The Northern Trust Company is looking for a Wealth Management professional with extensive experience in managing client relationships and developing tailored financial strategies. You will work closely with clients to navigate their complex financial needs and implement... 
    Senior

    001 The Northern Trust Company

    Denver, CO
    4 days ago
  • EP Wealth Advisors in Dallas, Texas is looking for a dedicated Associate Estate Planner to manage client estate plans and provide advisory services. This role requires a Juris Doctor (JD) and a minimum of 3 years experience in estate planning. Applicants should possess... 
    Flexible hours

    EP Wealth Advisors

    Denver, CO
    22 hours ago
  • RBC is hiring a Senior Associate Wealth Strategist in Denver, Colorado, to enhance the client experience for high net worth clients through comprehensive wealth transfer planning. The role involves collaboration with external Wealth Strategists and direct consulting with... 
    Senior

    RBC

    Denver, CO
    4 days ago
  • $70k - $130k

    RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist based in Denver, Colorado. The role focuses on wealth transfer planning...  ...clients. Responsibilities include consulting on tax and estate issues and collaborating with external Wealth Strategists and... 
    Senior

    0000050176 RBC Capital Markets, LLC

    Denver, CO
    4 days ago
  • $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... 
    Senior
    Full time
    Temporary work
    Apprenticeship
    Remote work

    Humana

    Denver, CO
    22 hours ago
  •  ...Martin in Littleton, Colorado is looking for a Capture Manager to lead mid to large capture campaigns valued at over $50M. The role...  ...aerospace and defense, as well as skills in leading teams and strategies development. You will work closely with various teams to shape... 
    Senior
    Flexible hours

    Lockheed Martin

    Littleton, CO
    2 days ago
  • Boeing is seeking a Program Management Specialist (Senior or Lead) to lead strategic projects at their Denver location. The successful candidate...  ...managing high-impact initiatives, developing mitigation strategies, and ensuring efficient execution of cross-functional... 
    Senior

    JSfirm.com

    Denver, CO
    4 days ago
  • $144.6k - $255.07k

     ...in Littleton, CO, seeks a Program Mgt-Subcontract Principal for its National Security Space team. This role involves supply chain strategy and capture efforts, including supplier evaluations and oversight of subcontractors. Candidates should have over 10 years of experience... 
    Senior
    For subcontractor

    Lockheed Martin

    Littleton, CO
    1 day ago
  • First Principles & Concepts is seeking a Senior Contract Specialist in Aurora, CO, to...  ...Department of Energy program. This role involves leading contract lifecycle activities, ensuring...  ...advising stakeholders on procurement strategies. The ideal candidate should possess at... 
    Senior
    Contract work

    First Principles & Concepts

    Aurora, CO
    22 hours ago
  • U.S. Engineering in Westminster, CO is seeking a Senior Preconstruction Manager to lead complex projects from concept to construction. This role involves...  ..., and financial oversight while developing project strategy and stakeholder engagement. The ideal candidate will have... 
    Senior

    U.S. Engineering

    Westminster, CO
    1 day ago
  • Binding Minds Inc. seeks a Senior Retirement Manager in Denver to lead the strategy and administration of its retirement programs. This role involves overseeing 401(k), Defined Benefit, Cash Balance, and POLI plans, ensuring compliance, and managing a team of professionals... 
    Senior

    Binding Minds Inc. (Certified Disability Owned Business Ente...

    Denver, CO
    22 hours ago
  • $70k - $130k

     ...What is the opportunity? Our team continues to grow! The Senior Associate Wealth Strategist position supports a holistic focus on making wealth...  ...resource for external Wealth Strategists for tax and estate planning, business succession planning, trust and charitable... 
    Senior
    Temporary work
    Flexible hours

    0000050176 RBC Capital Markets, LLC

    Denver, CO
    22 hours ago
  • OrthoFi Inc. is seeking a Senior Manager, Brand and Content in Denver, Colorado, to lead the strategy and execution of brand initiatives. The ideal candidate will have over 6 years of experience in B2B marketing and a strong focus on content and brand strategy. This role... 
    Senior
    Work at office
    2 days per week

    OrthoFi Inc.

    Denver, CO
    3 days ago
  • $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

    Sand Cherry Associates

    Denver, CO
    3 days ago
  • $92k - $138k

    Medline Industries, LP in Colorado is seeking a Senior Regulatory Specialist to oversee complex global regulatory projects. This role involves preparing regulatory strategies, managing product submissions, and ensuring compliance with FDA regulations. The ideal candidate... 
    Senior

    Medline Industries, LP

    Denver, CO
    2 days ago
  • $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

    Ernst & Young Oman

    Denver, CO
    3 days ago
  • Mixpanel is searching for a Senior Strategic Finance Associate in Denver to own the financial planning process and...  ...team. You will be responsible for defining financial strategies, building business cases, and leading analyses across cross-functional teams. The ideal... 
    Senior

    Mixpanel

    Denver, CO
    1 day ago
  • $105k - $145k

     ...involves managing strategic technical and operational partnerships to enhance service performance and maintain the Desktop Technology Strategy. The candidate must possess a bachelor's degree in Information Systems or a related field and a minimum of 5+ years' experience.... 
    Senior

    Transamerica

    Denver, CO
    22 hours ago
  • Overview Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related...  ...Executive Director, Wealth Planner within J.P. Morgan Wealth...  ...management to develop regional strategies and provide guidance on their... 
    Local area

    JPMorgan Chase & Co.

    Denver, CO
    2 days ago
  • $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... 
    Senior
    Work at office

    Corient Capital Partners

    Denver, CO
    4 days ago
  • $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... 
    Senior
    Full time

    Mannik Smith Group

    Denver, CO
    3 days ago
  • Eagle County Government is looking for a Senior Planner to manage complex land use applications and support strategic initiatives. The ideal candidate will possess strong organizational, communication, and planning skills required to navigate public service effectively... 
    Senior
    Full time
    Local area

    Eagle County Government

    Denver, CO
    2 days ago
  • HNTB Corporation is looking for a Senior Aviation Terminal Planner based in Denver, CO. The role involves leading analytical and spatial analyses at large- and medium-hub airports across the U.S. Candidates should have extensive terminal planning experience and expertise... 
    Senior

    HNTB Corporation

    Denver, CO
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Planner & Estate Strategy Lead. Be the first to apply!