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Wealth Planning Director — UHNW Estate & Tax Strategy

Pathstone, Boulder, CO, United States


A wealth management firm is seeking an Associate Director of Wealth Planning to enhance relationships with ultra-high-net worth clients and guide wealth transfer strategies. The role requires a Juris doctorate and at least 2 years of experience in legal, tax, or wealth management environments. Candidates should be detail-oriented, skilled in Excel and PowerPoint, and possess high integrity and confidentiality. A competitive salary range of $110,000 - $113,000 per year is offered, along with potential bonuses. #J-18808-Ljbffr