Global Wealth Planner | Estate & Tax Strategy Lead

A prominent wealth management firm is seeking a Wealth Planning Strategist based in Houston, TX. The role involves guiding clients on wealth planning matters and collaborating with Financial Advisors. Candidates must have over five years of experience in complex estate planning and relevant professional designations. Fluency in English and Spanish is required. This position offers the opportunity to work within a highly regarded firm in a thriving financial market. #J-18808-Ljbffr