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Wealth Management Financial Consultant Financial Services Financial Advisor

Private Wealth Strategist, UHNW & Estate Planning

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Bank of America
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is looking for a Private Wealth Strategist in Dallas, Texas. This role involves developing wealth transfer strategies for ultra-high net worth clients and collaborating with advisory teams to implement customized financial strategies. Ideal candidates should have extensive legal experience, a law degree, and strong communication skills. Salary range is $ - $ annually, with benefits and discretionary incentives.
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