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Wealth Planning Strategist High Net Worth

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: RBC
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 85000 - 150000 USD Yearly USD 85000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Strategist for High Net Worth
A leading financial institution is seeking a Wealth Strategist in Denver, CO, to enhance client experiences through expert financial planning strategies. The successful candidate will leverage their extensive financial services knowledge to assist advisors in managing high net worth clients with a focus on wealth transfer and business planning. Key responsibilities include generating proposals, conducting educational sessions, and providing collaborative support to field leadership.

The role offers competitive compensation with a salary range of $85,000 – $150,000 depending on experience and background.
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