Director, Wealth Planning & Estate Strategy

A leading financial institution in Houston seeks an Executive Director, Wealth Planner to provide expertise in tax and trust matters. This role involves working with clients and their advisors to develop tailored financial strategies and ensure compliance with laws. Candidates should have substantial experience in trusts & estates or tax law and possess excellent communication and coaching skills. The position encompasses client engagement and requires travel to various branches as necessary. #J-18808-Ljbffr