Established Wealth Management Firm seeks an experienced Strategic Estate Planner to join their team in Denver, CO and consult with HNW clients (10mm-75mm+) and their advisors.
- Advise clients with regards to sophisticated wealth planning strategies including estate, income tax, business succession and philanthropic planning; asset protection; retirement funding; and cash flow analysis
- Act in a fiduciary capacity as clients’ trust advisor, surrounding clients with subject matter experts in all areas of holistic wealth management
- Requires a JD and 8+ years' experience in an estate planning capacity
- Extensive client contact
- Compensation comprised of base salary in addition to profit and performance-based bonuses; Excellent benefits package
Position additionally available in Newport Beach, CA.