Senior Wealth Strategist - Cross Border
Job in
Minneapolis, Hennepin County, Minnesota, 55400, USA
Listed on 2026-03-01
Listing for:
TWM Executive Search
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
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
Position Requirements
10+ Years
work experience
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