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Senior Wealth Strategist – Private Wealth; Estate Planning
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-03-10
Listing for:
Texas Capital Bank
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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