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Wealth Management Financial Advisor

Senior Cross-Border Wealth Strategist – Estate & Succession

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: TWM Executive Search
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A top-tier financial services firm is seeking a Senior Wealth Strategist to join their established team serving Canadian clients in the US. Responsibilities include providing expertise on estate, gift, and charitable planning, as well as business succession strategies. The ideal candidate will have a Jurist Doctor degree, with over 8 years of wealth planning experience specifically tailored for high-net-worth clients.

This role emphasizes the integration of wealth planning into client relationships.
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Position Requirements
10+ Years work experience
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