SWS Cross Border - Top-Tier Financial Services Firm
Company: TWM Executive Search
Location: Minneapolis
Posted on: April 2, 2026
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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, Burnsville , SWS Cross Border - Top-Tier Financial Services Firm, Accounting, Auditing , Minneapolis, Minnesota
