Senior Family Wealth Advisor — Complex Estates & Trusts

K|H Private Wealth; Plano (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

K|H Private Wealth is seeking a Senior Family Wealth Associate to support our ultra-high-net-worth client relationships. This hands-on role offers ownership from day one across trust and entity matters, planning, and family-office coordination in a collaborative, responsive environment.

Ideal candidate brings 5+ years in wealth management, strong communication, and the ability to mentor junior team members within a small but active team.

Qualifications

• 5+ years of hands-on wealth management with ultra-high-net-worth clients.
• Deep knowledge of trusts, entities, and multi-generational wealth structures.
• Experience supporting comprehensive financial planning: estate, tax, liquidity, insurance.
• Strong project management skills to juggle multiple advisors and deadlines.
• Exemplary written and verbal communication for senior client interactions.
• Mentoring or supervising junior team members.

Responsibilities

• Coordinate and manage trust, estate, entity, and family wealth matters.
• Prepare for and participate in client meetings, develop materials, drive follow-through.
• Lead client relationship coordination with attorneys, CPAs, bankers, and advisors.
• Own client communication with independence while keeping leadership informed.
• Manage reporting, account administration, and documentation with accuracy.
• Provide leadership across the client-service team and mentor juniors.
• Contribute to development of Family Wealth processes and client experience.

Skills

Wealth management

Trusts & entities

Financial planning

Estate planning

Tax planning

Charitable planning

Communication skills

Project management

Mentoring juniors

Discretion & professionalism

Education

Series 65/66

CFP

Job description

K|H Private Wealth is seeking a Senior Family Wealth Associate to support our ultra-high-net-worth client relationships. This hands-on role offers ownership from day one across trust and entity matters, planning, and family-office coordination in a collaborative, responsive environment.

Ideal candidate brings 5+ years in wealth management, strong communication, and the ability to mentor junior team members within a small but active team.