Sr Wealth Strategist

Texas Capital Private Wealth Advisor

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News'Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks.

Responsibilities

• Work in partnership and collaboration with the Texas Capital Private Wealth team to position and deliver estate planning concepts and strategies with both internal and external clients
• Work in conjunction with the Texas Capital Financial Planning team to provide appropriate solutions to the end client
• Consult with clients and prospects about their estate planning, philanthropic goals, business succession goals and guide them through the execution of these processes
• Coordinate the engagement of Texas Capital Private Wealth clients along with their outside tax, estate planning, legal, and other trusted advisors
• Promote all aspects of Texas Capital Private Wealth with outside professional, estate planning, and charitable organizations
• Support the Texas Capital Private Wealth Trust Department in reviewing of documents surrounding Trust and Estate Administration
• Provide referrals to other departments within Texas Capital Private Wealth
• Possess effective communication to both internal and external clients
• Basic Insurance Solution knowledge and be able to articulate that to clients and prospects

Qualifications

• JD required
• 10+ years of similar experience in providing sophisticated estate planning matters required
• Public speaking experience on estate planning topics strongly preferred

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital is an Equal Opportunity Employer.