UHNW Wealth Planner & Estate Strategy Lead

A leading financial advisory firm in Houston seeks an experienced Senior Wealth Planner to provide comprehensive guidance to ultra-high-net-worth clients. This role involves crafting bespoke wealth plans and managing client relationships. Candidates should have 10+ years of experience in financial planning, excellent communication skills, and strong collaboration abilities. The firm offers competitive compensation and a chance to work with some of the country’s most sophisticated families, ensuring quality integrated advice. #J-18808-Ljbffr