Senior Wealth Strategist - Private Wealth (Estate Planning)
Texas Capital Bank - Richardson
A regional financial institution based in Dallas is seeking a Wealth Strategist to collaborate with clients and advise on estate planning, philanthropic goals, and business succession strategies. Candidates must hold a JD and possess over 10 years of relevant experience in estate planning. The role emphasizes effective communication and collaboration with internal and external stakeholders. This position offers a competitive benefits package including health insurance, retirement plans, and paid time off. #J-18808-Ljbffr Texas Capital Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Strategist - Private Wealth (Estate Planning) in Dallas, TX vacancy
- ...Dallas, Texas is seeking an experienced Wealth Planner to partner with Private Bankers and deliver customized wealth structuring... ...minimum of eight years in the trust and estate industry. Key responsibilities include estate and tax planning, and cultivating professional...SeniorPrivate
- to learn more.Wealth Strategist page is loaded## Wealth Strategistlocations: Dallas... ...insurance, retirement savings plans with a generous 401K match, paid... ...collaboration with the Texas Capital Private Wealth team to position and deliver estate planning concepts and strategies...SeniorPrivateImmediate startDay shift
- ...Private Wealth Senior Counsel (8+ years) Multiple U.S. Locations | Hybrid / Remote Flexibility Availabl e Our client, a nationally... ...Couns el to join its sophisticated private wealth and estate planning practice. This opportunity is available in multiple U.S. offices...SeniorPrivateWork at officeRemote work
Oculus Group
Dallas, TX3 hours ago - 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...Private
- A financial institution is seeking an Institutional Wealth Strategist to manage client accounts and ensure compliance with legal standards.... ...with a comprehensive benefits package including health insurance and a 401(k) plan. #J-18808-Ljbffr SouthWest Benefits AssociationSeniorFull time
- ...financial services provider is seeking a Private Business Strategist based in Texas. This role involves... ...insights that impact personal wealth. Successful candidates will have 8+... ...degree, with preferred knowledge in tax, estate planning, and financial services. #J-18808-...Private
- A leading financial institution is seeking an Institutional Wealth Trust Strategist based in Dallas, TX. This role involves administering trust accounts, maintaining client relationships, and ensuring compliance with applicable laws and policies. Candidates should have...SeniorWork at office
- Job Description Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education,... ...focused and effective. The Private Wealth Strategist, part of Merrill’s Strategic... ...at aligning financial and estate strategies with their goals...PrivatePrivate practiceWork at officeWork from homeShift workDay shift
- ...Associate Private Wealth Strategist Req ID: 78021 Location: Oklahoma City -OKC, Dallas -DAL, Tulsa -TUL Areas of Interest: Investment Management... ...of Texas and BOK Financial. Bonus Type BOKF Performance Plan (D02) Summary Our private wealth teams are passionately dedicated...Private
- A leading financial advisory firm in Dallas seeks a Senior Wealth Planner. The role involves collaborating with Private Advisors to deliver customized financial planning solutions for high-net-worth clients. Applicants should have a Bachelor's degree, long-term financial...SeniorPrivate
- ...top fiduciary, tax and wealth management professionals... ...TO) administer trusts, estates and other fiduciary... ...clients of Goldman Sachs Private Wealth Management. We are... ...provide financial planning, investment management,... ...account, using as a resource senior staff, and internal and...PrivateWork at office
$120k - $140k
Senior Relationship Manager - Wealth & Trust Solutions Remote (U.S.-based) | $120K-$140K base +... ...platform expanding its advanced planning and fiduciary solutions... ...Background in wealth management, private banking, or advisory Exposure to estate planning or fiduciary...SeniorPrivateLocal areaRemote work- ...Senior Wealth Planner Rockefeller Private Office is core to who we are as a firm. The Private... ...planners, tax advisors, estate attorneys, and other... ...holistic, personalized wealth planning and family office... ...include estate attorneys, tax strategists, investment...SeniorPrivateWork at officeLocal area
Rockefeller Financial
Dallas, TX2 days ago - ...of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning... ...for partnering with Rockefeller Private Advisors to provide holistic financial...SeniorPrivateWork at officeLocal area
$235k - $365k
A leading law firm is seeking a highly qualified Associate to join its Private Wealth Department in Dallas. The ideal candidate will have 2-4 years of experience in high net-worth estate planning and demonstrate a strong commitment to client relationships. Responsibilities...Private- ...Senior Associate, Yardi Administrator The Goldman Sachs Group is a bank holding company... ...around the world. The Asset and Wealth Management Division (AWM) is looking to... ...offering dedicated support for the AWM Private Real Estate Investing platform. Asset and Wealth...SeniorPrivateWork at officeWorldwide
$170k - $300k
...financial services firm in Dallas is seeking an experienced Citi Wealth Planner to deliver customized wealth structuring services.... ...a minimum of eight years of industry experience, focusing on estate planning, tax planning, and building relationships with clients and...Senior- ...Canada, we’re proud to be privately-owned, placing the... ...holistic financial planning, tax and estate planning services via... ...You Will Do: Support Senior planner and partner... ...High Net Worth client's wealth management and tax... ...Home Office Portfolio Strategist, etc.) to ensure proper...SeniorPrivateTemporary workWork at officeWork from homeHome officeFlexible hours3 days per week
- Asset & Wealth Management, Wealth Advisory Services, Tax Policy & Research Counsel, Vice... ...partnerships, S corporations, privately held C corporations, and LLCs. As a critical... ...expert in resolving complex income tax and estate planning inquiries pertaining to business entity...PrivateWork at office
- ...is the opportunity? As a Wealth Strategist, your role will be focused on... ...driving the adoption of financial planning as part of the core client... ...and support areas within Private Client Group (PCG) to ensure... ...such as: complex financial, estate, gift and charitable...SeniorFull timeTemporary workWork at officeFlexible hours
- ...solutions. The ideal candidate will hold a Bachelor's degree, possess Series 7, 66, and Insurance licenses, and have over seven years in Private Banking or Financial Services. The role includes conducting investment reviews, developing investment strategies, and supporting...Private
$170k - $300k
...information, please review .Job Description**Citi Wealth Planner**The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team... ...structuring services, which include proactive estate planning solutions based upon each client/prospect's...PrivateFull timeBank staff$93.66k - $213.2k
...individual clients and their trusts, estates, family offices, investment... ...with Deloitte's growing Private Wealth practice! What You'll Do... ...projects related to tax planning opportunities and the tax implications... ...Tax Consultants and Tax Seniors; you will begin taking on...PrivatePrivate practiceWork at officeVisa sponsorship2 days per week3 days per week- ...with a passion for financial planning? The GPO planning advisory team... ...planning and preparation, estate planning, cash flow planning,... ...for success in this role. Wealth Management Across Wealth Management... ..., data and design. Private Wealth Management (PWM)...PrivateWork at office
$157.2k
Description & Requirements The Private Client team helps high‑net‑... ...approach that integrates wealth management, tax planning, and family office services,... ...the intersection of advanced estate and family enterprise planning. The Wealth Strategist serves as an advisor on the...Work at office- ...coordinate sales efforts among advisors. The ideal candidate will have at least seven years in Private Banking, hold required licenses, and possess a strong understanding of wealth management. If you're ready to challenge yourself, this role offers a great opportunity. #J-...SeniorPrivate
- Hobbsnews is seeking an experienced Oil & Gas Petroleum Engineer to oversee and evaluate mineral interests, supporting fiduciary and wealth management professionals. The ideal candidate will possess over 10 years of experience in petroleum engineering and demonstrate...SeniorPrivate
- ...with a passion for financial planning? The GPO planning advisory team... ...planning and preparation, estate planning, cash flow planning,... ...success in this role. OUR IMPACT Wealth Management Across Wealth... ...technology, data and design. Private Wealth Management (PWM) Goldman...PrivateFull timeWork at office
- A leading financial institution in Dallas is seeking a Private Bank Wealth Advisor III to manage client relationships for high-net-worth individuals... ...for developing and executing comprehensive Wealth Plans while ensuring exceptional client service. With at least 5 years...SeniorPrivateWork at officeFlexible hours
- A leading global investment bank seeks an analytical professional for a Financial Planning role in Dallas, Texas. The role involves developing customized financial strategies for high net worth clients, emphasizing strong communication and proactive service. Candidates...SeniorPrivate
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Strategist - Private Wealth (Estate Planning). Be the first to apply!
Related searches
- senior strategy consultant Dallas, TX
- investment strategist Dallas, TX
- account strategist Dallas, TX
- communications strategist Dallas, TX
- digital strategist Dallas, TX
- design strategist Dallas, TX
- business strategist Dallas, TX
- media strategist Dallas, TX
- workplace strategist Dallas, TX
- technology strategist Dallas, TX