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Senior Wealth Planner Complex Estate & Tax Strategy

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: PNC Financial Services Group, Inc.
Full Time position
Listed on 2026-06-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner for Complex Estate & Tax Strategy
A financial services company based in 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 effectively. The ideal candidate should have experience in financial planning and consulting, alongside strong client engagement skills.

A detailed benefits package includes several employee programs and development opportunities.
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Position Requirements
10+ Years work experience
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