UHNW Wealth Transfer Strategist
Bank of America ATM
A leading financial institution in Dallas seeks a Private Wealth Strategist to develop wealth transfer strategies for ultra-high net worth individuals and families. The role involves creating personalized planning strategies, partnering with Advisors, and assisting with UHNW client retention. A law degree and extensive experience in transfer taxation are required. The position offers a collaborative work culture and focuses on achieving client goals aligned with wealth management. #J-18808-Ljbffr Bank of America
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Transfer Strategist in Dallas, TX vacancy
- Job Description:Merrill Wealth Management is a leading provider of... ...:The Private Wealth Strategist, part of Merrill’s Strategic... ...Wealth Advisory Group, works with UHNW individuals and families to provide... ...and generating wealth transfer strategies for our UHNW clients...SuggestedFull timePrivate practiceWork at officeWork from homeShift workDay shift
$159.97k - $188.2k
...you excel at-all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to... ...all of client's wealth planning, estate planning and wealth transfer needs. Will serve as a subject matter expert in estate and income...SuggestedTemporary workWork experience placementLocal areaU.S. Bank
Dallas, TX3 days ago- ...truly BELIEVE in what they're doing!We're committed to bringing passion and customer focus to the business.The Institutional Wealth Trust Strategist ensures that the accounts will be administered appropriately. Also, works closely with clients, their professional advisors...SuggestedFull time
- Tolleson Wealth Management in Dallas seeks an experienced investment professional to manage client portfolios and provide expert guidance across asset classes. You will work with an engagement team to deliver tailored strategies, respond to client inquiries, and oversee...Suggested
$86.5k - $164.35k
...enhance client retention. Leverages and sources internal and external resources and centers of influence (COIs), in conjunction with Wealth Advisors to provide subject matter expertise to clients and prospects. Completes diagnostic review of financial and estate planning...SuggestedFull timePart timeWork experience placementWork at officeShift workDay shift- Simmons Bank - Institutional Wealth Strategist Full Time Accounting 10 Feb 2026 Simmons Bank - Institutional Wealth Strategist Title: Institutional Wealth Strategist Job ID: R114017 Job Location: Dallas, TX - 5950 Berkshire Lane Employment Type: Full-time Industry: Banking...Full time
- Truist is seeking a Senior Wealth Planner to manage complex financial and estate planning for high-net-worth clients. You will partner with Wealth Advisors to deliver comprehensive analysis and actionable recommendations. You will drive planning engagements, maintain proficiency...
- Northern Trust Corp seeks a Senior Relationship Advisor to manage sophisticated fiduciary and wealth management client relationships in Dallas, TX. The role partners with clients, their advisors, and internal teams to ensure timely delivery of fiduciary services and high...
- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards. Candidates should possess a relevant degree or equivalent experience in wealth management, and have strong communication and organizational...Full time
- ...Job Description What is the opportunity? As a Wealth Strategist, your role will be focused on integrating and driving the adoption of... ...planning as part of the core client experience, as well as wealth transfer and business planning for clients by working with the...Full timeTemporary workWork at officeFlexible hours
- Bank of America is seeking an Executive Wealth Strategist to serve as the quarterback for senior executives, delivering holistic wealth, tax, estate, and financial planning guidance informed by company programs. You will build trusted relationships and coordinate with advisors...
- Truist, located in Dallas, Texas, is seeking a Wealth Business Advisor to manage a portfolio of affluent clients. This role involves developing strong client relationships and delivering financial services aimed at meeting their needs. The ideal candidate will have significant...
- Texas Capital Bank Job Opportunity 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 ...Work experience placementImmediate startDay shift
Texas Capital Bank
Dallas, TX1 day ago - JPMorgan Chase & Co. is seeking a Lending Specialist for the U.S. Private Bank to manage the most complex borrowing relationships. You will present credit solutions to ultra-high net worth clients and advise on implementation. You will collaborate with Market Managers, ...
- JPMorganChase in Dallas is seeking a highly skilled Lending Specialist to manage complex borrowing relationships and deliver tailored credit solutions to ultra-high net worth clients. The ideal candidate possesses over ten years of experience in credit, holds a Bachelor...
- PowerToFly is seeking an Investment Consultant - Relationship Manager in Dallas, Texas, to develop and maintain relationships with clients. You will assist clients in identifying their financial goals while collaborating with the Financial Advisor Team to provide tailored...
- ...from assignment through resolution, serving as a technical expert in coverage analysis and strategy. Ideal candidate has 10+ years of multi-line claims experience, strong litigation management skills, and deep expertise in contractual risk transfer. #J-18808-Ljbffr CCMSIRemote job
$150.1k - $273k
Migration Delivery, Deployment Strategist To get the best candidate experience, please consider applying for a maximum of 3 roles within... ...merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In...- ...that build trust in modern systems, strengthen data confidence, and accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping clients solve their most complex migration challenges while shaping how...Temporary workLocal area
$98k - $110k
Who You’ll Work WithSlalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds redefine what’s possible, give shape to the future—and get there. We focus on high-impact projects, meeting our clients where they...Temporary workLocal area- ...make great things possible not only in your community, but around the world. This position is part-time 30, hybridAs a Wayfinding Strategist, you would be a part of and collaborate with a team of multi-disciplinary designers. You would work closely with the team to...Part timeWork at officeLocal areaWork from home
$51.74k
...admissions policies, state guidelines and connects prospective students with university resources. Provide pre‑advising for prospective transfer students utilizing unofficial transcript evaluations and/or online transfer credit evaluation technology. Perform data entry via...Work experience placementWork at officeLocal areaFlexible hoursAfternoon shiftEarly shift$59.85k - $82.74k
...Paid Social Strategist The full time Paid Social Strategist is responsible for the day-to-day operational success of the paid social campaign activations, specifically dedicated to planning and activating paid social advertising strategies for our automotive client...Full timeTemporary workFreelanceWork at officeFlexible hoursPublicis Groupe Holdings B.V
Dallas, TX5 days ago$66.12k - $82.65k
...specialized practices like ConnectedCRM and Publicis Commerce Group. Overview Publicis Digital Experience (PDX) is seeking a Retail Media Strategist to join our team and support our premier CPG client! In this role, you will be responsible for developing and executing...Temporary workFreelanceWork at officeLocal areaWorldwideFlexible hours3 days per weekPublicis Groupe
Dallas, TX3 days ago$60.8k - $80k
...Search Strategist As a Search Strategist at Razorfish, you will lead the development of innovative search strategies that deliver impactful results for our clients. Building on your experience as a Search Coordinator, you will collaborate with cross-functional teams...Temporary workFreelanceWork at officeLocal areaFlexible hoursRazorfish
Dallas, TX2 days ago- Louis Vuitton is seeking a highly analytical Business Performance Manager for Client Services to drive productivity, visibility into CSC performance, and data-driven insights. The role focuses on reporting, dashboards, and strategic collaboration with finance and leadership...
LVMH Group
Irving, TX1 day ago - The Potter’s House in Dallas, TX is seeking a Paid Media Specialist to develop, manage, and optimize paid advertising campaigns across Google, Facebook, LinkedIn, and more. You will set audiences, KPIs, and budgets to drive traffic, leads, and conversions while coordinating...
The Potter's House
Dallas, TX3 days ago - Integrity, LLC seeks a Director of Product Strategy Wealth to own the data and technology product vision for Wealth Management and Annuities, guiding investment products, retirement planning tools, advisor platforms, and financial planning solutions. You’ll partner with...
- ...where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Strategist III within PNC's Private Bank organization, you will be based in Dallas, TX.Responsibilities require time in the office or in the...Full timeTemporary workPart timeWork experience placementWork at officeRemote work
$130k - $150k
...Job Summary: The Estate Planning team is part of our Wealth Solutions group, which is a dynamic team environment consisting... ...client meetings, as necessary Mentor and coach Estate Planning Strategists Management of a service specialist, as assigned, as related...Temporary workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hoursMercer Advisors
Dallas, TX16 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Transfer Strategist. Be the first to apply!
Related searches