Senior Wealth Planner for Complex Estate & Tax Strategy

PNC Financial Services Group, Inc.; Denver (CO); On-site; USD 80,000 - 120,000; Full time

Job summary

A financial services company based in Denver, CO, is seeking a professional to develop and implement tax, estate, and financial plans for clients, particularly those with complex needs. The role involves collaboration with other planners and strategic networking to grow client relationships and manage assets effectively. The ideal candidate should have experience in financial planning and consulting, alongside strong client engagement skills. A detailed benefits package includes several employee programs and development opportunities.

Qualifications

• Experience in tax, estate, and financial planning for clients with complex needs.
• Ability to collaborate with various resources and manage client relationships.

Responsibilities

• Develop and implement tax, estate, and financial plans for clients.
• Consult on complex financial matters and collaborate with experts.
• Grow and retain client relationships and manage assets.

Job description

A financial services company based in Denver, CO, is seeking a professional to develop and implement tax, estate, and financial plans for clients, particularly those with complex needs. The role involves collaboration with other planners and strategic networking to grow client relationships and manage assets effectively. The ideal candidate should have experience in financial planning and consulting, alongside strong client engagement skills. A detailed benefits package includes several employee programs and development opportunities.