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Senior Wealth Strategist
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-10-12
Listing for:
TWM Executive Search
Full Time
position Listed on 2026-10-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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
We are seeking a motivated Senior Wealth Strategist to join TWM Executive Search in Denver, CO, United States.
Consider building your career as a Senior Wealth Strategist at TWM Executive Search.
The Senior Wealth Strategist position in the Legal, Management & Operations field is open for applications.
Position Requirements
10+ Years
work experience
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