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Strategic Estate Planner

ECG Resources

Strategic Estate Planner

Denver, CO
Full Time
Paid
  • Responsibilities

    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.