Senior Wealth Strategist

TWM Executive Search; Denver (CO); On-site; USD 140,000 - 210,000; Full time

Job summary

TWM Executive Search invites applications for a Senior Wealth Strategist in Denver to serve sophisticated high-net-worth clients with deep expertise in estate planning, tax strategies, and wealth transfer.

You will partner with Relationship Managers and clients to craft comprehensive wealth plans, review estate documents and trust structures, and develop written and graphical analyses for implementation. A JD with 10–15+ years of estate planning experience is required.

Qualifications

• JD required with 10–15+ years of estate planning experience.
• Experience reviewing estate documents and trust structures.
• Ability to develop written and graphical analyses of complex planning scenarios.

Responsibilities

• Partner with Relationship Managers and clients to create comprehensive wealth plans (estate planning, tax strategies, business succession).
• Review estate documents and trust structures, acting as liaison between clients and external advisors.
• Develop written and graphical analyses of complex planning scenarios for client implementation.
• Contribute to thought leadership through educational materials and client group presentations.
• Utilize JD-level expertise to guide sophisticated HNW clientele.

Skills

Estate planning

Tax strategies

Wealth transfer

Business succession

Education

Juris Doctor (JD)

Job description

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