SWS Cross Border - Minneapolis, Minnesota, , United States

Only for registered members Minneapolis, Minnesota, , United States

1 day ago

Default job background
Senior Wealth Strategist opportunity to join established Wealth Planning Team at top-tier financial services firm serving Canadian clients residing in the US. · Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable ...
Job description

Senior Wealth Strategist opportunity to join established Wealth Planning Team at top-tier financial services firm serving Canadian clients residing in the US.

  • Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable planning
  • Provide consultation on business succession planning, multi-generational planning, and concentrated equity positions
  • Maintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisors
  • Play a key role in integrating wealth planning as a core part of the client relationship
  • JD required with 8+ years' wealth planning experience and cross-border expertise serving Canadian clients in the US
  • Open on location


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