Senior Wealth Strategist

CIBC Capital Markets

Denver, CO, United States
Base: $200,000 - $240,000; bonus/equity: eligible ...
On-site
Estate planning expertise
Tax planning expertise
Business succession planning
Support and work closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning

Job Summary

  • Support and work closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning.
  • Develop strategies for wealth transfer, asset protection, and philanthropic goals, and serve as a bridge between clients and outside advisors.
  • Contribute to the development of educational and marketing materials and participate in educational seminars and presentations.

Matching Summary

Support and work closely with Relationship Managers and high net worth (HNW) clients to develop and implement wealth planning.

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 expertise
  • business succession planning
  • philanthropic planning
  • client collaboration
  • relationship management

Nice-to-have

  • income tax planning
  • accounting experience
  • strong network in legal community
  • thought leadership
  • business development support

Key Requirements

  • Juris Doctorate degree
  • 10-15+ years of estate planning experience
  • Experience in trust and financial services industry
  • Legally eligible to work in the United States

Work Rights

Not specified

Tailored Resume

Cover Letter