Senior Wealth Strategist

CIBC

Denver, CO, United States
Base: $200,000 - $240,000; bonus/equity: eligible ...
On-site
Estate planning expertise
Tax planning strategies
Philanthropic planning
Partner with Relationship Managers and HNW clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process

Job Summary

  • Partner with Relationship Managers and HNW clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process.
  • Develop strategies for wealth transfer, asset protection, and philanthropic goals, and serve as a bridge between clients and outside advisors.
  • CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a benefits program, vacation, wellbeing support, and MomentMakers.

Matching Summary

Partner with Relationship Managers and HNW clients to develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management process.

Salary

Base: $200,000 - $240,000; Bonus/Equity: Eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Estate planning expertise
  • Tax planning strategies
  • Philanthropic planning
  • Business succession planning
  • Client collaboration
  • Prospect call participation

Nice-to-have

  • Relationship-oriented banking
  • Holistic wealth plans
  • Thought leadership contributions
  • Educational seminar participation
  • Inclusive team environment

Key Requirements

  • Juris Doctorate degree
  • 10-15+ years of estate planning experience
  • Experience in trust and financial services industry
  • Broad connections in trust and estate legal community
  • Excellent verbal and written communication skills
  • Strong analytical skills

Work Rights

Not specified

Tailored Resume

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