Senior Wealth & Tax Planning Strategist

Nuveen; Frisco (TX); On-site; USD 163,000 - 228,000; Full time

Job summary

Nuveen seeks a Wealth Planning Strategist to deliver sophisticated estate and tax planning guidance for high-net-worth clients, partnering with Wealth Management Advisors to strengthen relationships and drive financial services growth. You will help educate clients, draft materials, and contribute to internal knowledge sharing.

Candidates should have 5+ years in estate/tax planning, a JD degree, and experience presenting complex topics.

Qualifications

• 5+ years of estate and tax planning experience, ideally from a law firm or financial services firm serving high-net-worth clients.
• JD degree and bar admission preferred.
• Experience developing or presenting estate and tax planning topics, including publications, written content, or thought leadership contributions.
• Experience reviewing irrevocable trusts, GST tax planning, ILITs, and charitable planning strategies.

Responsibilities

• Understand client financials and provide estate and tax planning guidance for high-net-worth individuals.
• Assist wealth management partners with seminars and client presentations.
• Contribute to publications and tax planning articles for TIAA materials.
• Perform financial, estate, and income tax analyses and present findings to clients and internal teams.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Due Diligence

Practice Management

Prioritizes Effectively

Quantitative Analysis

Retirement Planning Selling

Sales

Wealth Management Acumen

Education

JD degree

University degree preferred

Tools

PowerPoint

Excel

Word

Outlook

Job description

Nuveen seeks a Wealth Planning Strategist to deliver sophisticated estate and tax planning guidance for high-net-worth clients, partnering with Wealth Management Advisors to strengthen relationships and drive financial services growth. You will help educate clients, draft materials, and contribute to internal knowledge sharing.

Candidates should have 5+ years in estate/tax planning, a JD degree, and experience presenting complex topics.