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SWS Cross Border - Top-Tier Financial Services Firm

Company: TWM Executive Search
Location: Minneapolis
Posted on: April 2, 2026

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

Keywords: TWM Executive Search, Lakeville , SWS Cross Border - Top-Tier Financial Services Firm, Accounting, Auditing , Minneapolis, Minnesota


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