Senior Wealth Strategist
$200,000–$240,000 year
On-site · Denver, Colorado, United States
Job Summary
Senior Wealth Strategist responsible for partnering with Relationship Managers and HNW clients to develop and implement holistic wealth plans, including estate and legacy planning, tax planning, philanthropic vehicles, life insurance, and business succession. Collaborates with attorneys, CPAs, and outside advisors to execute strategies, reviews fiduciary and tax issues, prepares written/graphical summaries, supports business development, and contributes to educational content and client seminars. Requires extensive estate planning experience, strong communication skills, and a proven network in the trust/financial services community. Location-based on-site work in Denver, CO; compensation in the range of $200k-$240k plus potential incentives.
Required Qualifications
- Bachelor's degree
- Juris Doctorate (JD)
- 10-15+ years of estate planning experience
- expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning
- experience in income tax planning and accounting (preferred)
- network in trust/estate legal community
- strong verbal and written communication skills
- ability to present complex information clearly to clients and internal/external teams
- teamwork and collaborative mindset
- commitment to trust, teamwork, and accountability values
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