Senior Wealth Strategist
twm executive searchDenver (CO)
About the role
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 groupsJD required with 10-15+ years of estate planning experience
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
More like this