Elite Estate & Tax Planning Strategist HNW Clients
Listed on 2026-10-12
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Finance & Banking
TWM Executive Search invites applications for a Senior Wealth Strategist in Denver to serve sophisticated high-net-worth clients with deep expertise in estate planning, tax strategies, and wealth transfer.
You will partner with Relationship Managers and clients to craft comprehensive wealth plans, review estate documents and trust structures, and develop written and graphical analyses for implementation. A JD with 10–15+ years of estate planning experience is required.
We would love to welcome a new Elite Estate & Tax Planning Strategist for HNW Clients to our group in Denver, CO, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Elite Estate & Tax Planning Strategist for HNW Clients role in the description above.
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