UHNW Wealth Strategist & Estate Planner
Texas Capital Bank
Texas Capital Bank in Houston, TX seeks a Sr. Wealth Strategist to guide UHNW families through estate planning, business succession, and philanthropic strategies.
You will partner with Private Client Advisors and product specialists to craft tailored wealth plans and maintain high-touch client service. The role requires a JD, Texas license, and at least 10 years of experience, with demonstrated ability to influence senior leaders and complex client groups.
#J-18808-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the UHNW Wealth Strategist & Estate Planner in Houston, TX vacancy
- ...Job Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors...SuggestedWork at officeLocal area
- ...experienced professionals – including wealth planners, tax advisors, estate attorneys, and other experts – who... ...governance needs. The Senior Wealth Strategist is a member of the Rockefeller... ...0+ years of experience working with UHNW clients on wealth planning in the context...SuggestedWork at officeLocal area
Rockefeller Capital Management
Houston, TX1 day ago - PNC seeks a Private Business Strategist in its Private Bank organization, based in Texas. You’ll... ...growth strategies, and integrate tax, estate planning and succession planning insights. Ideal candidates have 8+ years in wealth planning, strong client relationship skills...Suggested
- ...Job Description: Merrill Wealth Management is a leading provider... ...Description: The Private Wealth Strategist, part of Merrill’s Strategic... ...Advisory Group, works with UHNW individuals and families to provide... ...at aligning financial and estate strategies with their goals....SuggestedPrivate practiceWork at officeWork from homeShift workDay shift
Bank of America
Houston, TX2 days ago - ...Experience Serve as a trusted advisor to UHNW clients, Family Offices, entrepreneurs, and... ..., guiding them through complex estate planning, business succession, and philanthropic... ...specialists to develop and deliver integrated wealth planning solutions tailored to each...SuggestedImmediate startDay shift
Texas Capital
Houston, TX5 days ago $159.97k - $188.2k
...what you excel at- all from Day One. Job Description The PWM Wealth Strategist is responsible for working with Private Wealth Advisor to develop... ...relationship team to meet all of client's wealth planning, estate planning and wealth transfer needs. Will serve as a subject...Temporary workWork experience placementLocal areaU.S. Bank
Houston, TX2 days ago- Citigroup Inc. in Houston, TX is seeking a seasoned Private Banker to service high‑net‑worth families, develop tailored financial strategies, and act as a trusted advisor across Citi Private Bank. You will collaborate with product specialists, manage risk, and drive revenue...
$150k - $180k
...investment management, business management, tax, estate, insurance, and more, all managed by a... ...the Investment organization. Investment Strategists support the firm's regional advisor... ...Abilities: ~10 years client facing wealth management experience preferred, ideally...Temporary workWork at officeLocal areaRemote workFlexible hours$90k - $300k
Curvion Blue is looking for a Senior Wealth Strategy Consultant to join their team in Houston, Texas. In this role, you will conduct 25-30 pre-scheduled Zoom consultations with high-net-worth prospects regarding retirement tax planning. You'll spend your time having sophisticated...Remote jobFor contractorsFlexible hours- ...company's success. As a Private Business Strategist within PNC's Private Bank organization,... ...corresponding impact on the owner's personal wealth. Ability to integrate transition-... ...Preservation of capital through effective estate-planning techniques. Explanation of how...Full timeTemporary workPart timeWork experience placementWork at office
- OverviewThe Strategic Technology Group (STG) unit at Infosys is designed for power programmers and senior technologists who want to go beyond traditional development roles and take on complex, large-scale technology challenges.The STG unit brings together Specialist Programmers...Full timeTemporary workRelocation
Infosys Technologies
Houston, TX6 days ago $117.5k - $222.99k
...well as a range of other consulting and technology solutions. Position Summary: Milliman MedInsight is seeking a Senior Product Strategist to lead product strategy and commercialization for assigned payer products and offerings. This role translates health plan customer...Full timeWork experience placementRemote workFlexible hoursMilliman
Houston, TX5 days ago- ...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
Slalom
Houston, TX8 days ago $93.7k - $177.68k
...transformation as well as a range of other consulting and technology solutions. Position Summary: Milliman MedInsight is seeking a Product Strategist to support the development and commercialization of emerging healthcare data, workflow, and AI-enabled decision-support products,...Full timeTemporary workWork experience placementRemote workFlexible hoursMilliman
Houston, TX6 days ago- Pharma R&D Data & AI StrategistWho You’ll Work WithSlalom is seeking a Pharma R&D Data & AI Strategist to help pharmaceutical and biotechnology clients translate ambitious scientific, business, Data, and AI strategies into measurable R&D outcomes. You will work alongside...Temporary workLocal area
Slalom
Houston, TX4 days ago $102k - $147k
Who You’ll Work WithAs a modern technology company, our Slalom Technologists are disrupting the market and bringing to life the art of the possible for our clients. We have passion for building strategies, solutions, and creative products to help our clients solve their...Temporary workLocal areaSlalom
Houston, TX4 days ago$117.5k - $222.99k
...as well as a range of other consulting and technology solutions.Position Summary: Milliman MedInsight is seeking a Senior Product Strategist to shape product and platform strategy and commercialization across risk-bearing provider organizations, including accountable...Hourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hoursMilliman
Houston, TX7 days ago- DescriptionBurns & McDonnell is seeking a Proposal Strategist to support pursuit development in Houston, Texas. This role is responsible for leading the development of proposals from initial Request for Proposal/Information/Qualifications (RFP/RFI/RFQ) from pre-positioning...Work at office
Burns & McDonnell
Houston, TX7 days ago $150k - $250k
...technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets.We operate with respect,... ...Quantitative Power StrategistDRW is seeking a Senior Quantitative Strategist to join the US Power and Natural Gas trading team. This individual...Hourly payTemporary workFlexible hoursDRW
Houston, TX4 days ago- ...OpportunityOur IS Operational Technology, Growth and Divestitures organization is looking to add a Real Time Systems (RTS) Capability Strategist based in Calgary, AB, Houston, TX, or Charleston, WV. This role reports to the Manager of Real Time Systems and PI.Operational...Full timeTemporary workWork at officeFlexible hours
TC Energy
Houston, TX3 days ago - ...insights (outside-in) back to the Solution teams to inform future development based on unmet client needsAs an integration solution strategist with deep transmission and generationexpertise, you will be responsible for strategy and solutions development, focused on...Full timePart timeWork experience placementWork at officeLocal areaRelocationVisa sponsorshipFlexible hoursShift work
Black & Veatch
Houston, TX8 days ago - ...clients and generated approximately $70 billion in FY25 revenue. Visit us at accenture.com.You Are:As a Senior Enterprise AI Value Strategist, you advise clients on how to create and capture value from AI and data. You define enterprise, industry-specific and function-...Full timeContract workWork experience placementLive inWork at officeLocal area
Accenture
Houston, TX5 days ago - ...Houston, Texas, United States Sweet Carolina Travels About the Role: We are seeking a creative and detail-oriented Holiday Strategist to design unforgettable travel experiences and seasonal getaways for our clientele. You will be the go-to expert for curating memorable...Seasonal work
Sweet Carolina Travels
Houston, TX3 days ago - AECOM is seeking a highly talented Proposal Specialist III to join the West Region team, collaborating on pursuits including EOIs, RFQs, RFPs and pre-qualification efforts. The role offers a remote work schedule and can be based from any US location where AECOM has an ...Work at officeRemote work
AECO Co
Houston, TX5 days ago - Ipro Networks Pte. Ltd. in Houston, TX is seeking a Senior Sourcing Specialist – IT to drive strategic IT sourcing initiatives, negotiate high-value agreements, and deliver cost savings across IT services and software portfolios. The role partners with IT and business...
Ipro Networks Pte. Ltd.
Houston, TX4 hours ago - Baker Hughes is seeking a Communications Advisor - Customer/Marketing Communications to drive digital engagement and elevate the company as an industry authority. You will reinvent social strategy, build enterprise-scale programs, partner with leadership, develop expert...
Baker Hughes
Houston, TX4 days ago - ...About the Role We are looking for a sharp, culturally connected, and highly persuasive Senior Experiential Strategist to act as the strategic engine behind our most critical brand new business pitches and RFP responses. In this role, you will be the architect of...Shift work
Corso Marketing Group
Houston, TX2 days ago - ...TC Energy is seeking a Real Time Systems (RTS) Capability Strategist to help plan and evolve RTS capabilities across North America. The role will collaborate with business stakeholders, Portfolio Architect, RTS Manager, and delivery teams to shape roadmaps aligned with...
TC Energy LLC
Houston, TX3 days ago - Intuitive Machines, LLC in Houston, TX, seeks an Orion Communications Specialist for Federal Services to develop and maintain internal and external communications content, including articles, talking points, scripts, and briefing materials, aligning with program objectives...
Intuitive Machines LLC
Houston, TX2 days ago - FTI Consulting, Inc. is seeking a Senior Consultant for Blockchain and Digital Assets in Houston. The role engages in delivering complex blockchain engagements, including analytics, due diligence, and regulatory research. You will communicate results, refine strategies...
FTI Consulting
Houston, TX4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Wealth Strategist & Estate Planner. Be the first to apply!
Related searches
- design strategist Houston, TX
- digital strategist Houston, TX
- technology strategist Houston, TX
- communications strategist Houston, TX
- investment strategist Houston, TX
- media strategist Houston, TX
- account strategist Houston, TX
- senior strategy consultant Houston, TX
- business strategist Houston, TX
- senior brand strategist Houston, TX