Wealth Strategy Director: UHNW Estate & Family Planning

A financial services firm in Houston is seeking a Wealth Strategist to manage complex financial planning for high-net-worth individuals and families. This role involves advising clients on tax and estate planning, conducting client meetings, and collaborating with various service lines. The ideal candidate will possess at least 9 years of client-facing experience and a relevant degree or license. Ability to communicate complicated financial concepts and a willingness to travel are essential for this position. #J-18808-Ljbffr