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Financial Advisor

Senior Wealth Strategist — Estate & Private Wealth

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Texas Capital Bank
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Houston is seeking a Wealth Strategist to work collaboratively within the Private Wealth team. This role involves consulting with clients on estate planning and philanthropic goals, and coordinating with external advisors. Candidates must hold a JD and have over 10 years of experience in sophisticated estate planning matters. Exceptional communication skills and public speaking experience are preferred.

The position offers a full-time contract within a dynamic banking environment.
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Position Requirements
10+ Years work experience
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