Senior Wealth Strategist - National Wealth Management Firm
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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 scenario…
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