CIBC
Senior Wealth Strategist
$200K–$240K
Denver, CO · Senior · Full-time · Posted Oct 26, 2026
- Experience
- 10-15+ years of estate planning experience.
- Education
- Bachelor's degree and Juris Doctorate.
- Visa sponsorship
- Must be legally eligible to work at the specified location(s) and, where applicable, have a valid work or study permit.
About the job
Supports Relationship Managers and high-net-worth clients by developing and implementing holistic wealth plans, including estate, tax, philanthropic, insurance, and business succession planning.
What you'll do
- Develop wealth-transfer, asset-protection, and philanthropic strategies; review estate planning and trust documents and research fiduciary and tax issues.
- Coordinate with clients’ outside advisors and prepare written and graphical summaries to support implementation.
- Support business development, create educational and marketing materials, and present to internal and external audiences.
What they ask for
- Bachelor's degree and Juris Doctorate.
- Attorney with estate planning experience.
- Expertise in estate planning, insurance planning, business succession planning, executive compensation, and philanthropic planning.
- Experience in the trust and financial services industry, with broad connections in the trust and estate legal community.
Nice to have
- Experience in income tax planning and accounting.
Pay
$200,000 - $240,000 USD base salary
Model-written summary · the original posting is authoritative