SWS Cross Border - Top-Tier Financial Services Firm

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 or CPA required with 8+ years' wealth planning experience and cross-border expertise serving Canadian clients in the US
• Open on location