Senior Wealth Strategist

Job Description

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