Sr. Wealth Planning Strategist

Insight Global; Houston (TX); On-site; USD 180,000 - 240,000; Full time

Job summary

Insight Global is seeking a Senior Wealth Planning Strategist in Houston, TX to support a Wealth Management division for high-net-worth clients. You will lead high-touch meetings, develop advanced planning strategies, and collaborate with internal wealth planning teams to implement tailored recommendations.

The ideal candidate has 10+ years in wealth planning, formal credentials (CFP/CPA/JD/MBA), and an established Houston network.

Qualifications

• 10+ years in wealth planning for high-net-worth clients
• Advanced knowledge of federal gift, estate, and generation-skipping transfer tax regulations
• Experience with advanced wealth transfer strategies (IDGTs, SLATs)
• Experience advising business owners on succession and exit planning
• Strong multigenerational estate planning understanding
• Ability to explain complex financial concepts clearly
• Experience leading client meetings and coordinating with professionals
• Established Houston-area network of attorneys, CPAs, appraisers, and real estate professionals
• Must reside in Houston, TX
• Experience in fee-based wealth planning and presenting topics at events
• Experience coaching or developing other wealth planning professionals
• Strong emotional intelligence and navigating sensitive family dynamics

Responsibilities

• Lead high-touch client meetings and coordinate with internal/external specialists
• Identify advanced planning opportunities and develop customized recommendations
• Collaborate with Wealth Advisors, Private Bankers, and attorneys to implement plans
• Serve as a trusted connector among clients and professional partners

Skills

Wealth planning

Estate planning

Tax mitigation

Business succession

Charitable giving

Risk management

Asset protection

Client meetings

Houston network

Communication of complex concepts

Mentoring/coaching

Education

Bachelor’s degree

CFP

CPA

JD

MBA

Tools

Job description

Job Description

Insight Global is seeking a Senior Wealth Planning Strategist to join one of their top banking clients in Houston, TX, supporting their Wealth Management division. We are looking for a sharp, highly experienced wealth planning professional with a strong background advising high-net-worth and ultra-high-net-worth clients on complex estate planning, wealth transfer, tax mitigation, business succession, charitable giving, risk management, and asset protection strategies. This individual will serve as a trusted connector between clients, Wealth Advisors, Private Bankers, Commercial Bankers, attorneys, CPAs, appraisers, and other industry professionals. They will lead and coordinate high-touch client and prospect meetings, identify advanced planning opportunities, and collaborate with internal wealth planning teams to develop and implement customized recommendations. This individual must currently reside in Houston and bring an established professional network within the local wealth management community.

Skills and Requirements

• 10+ years of experience in any of the following:- Financial, tax, estate, or wealth planning for high-net-worth and ultra-high-net-worth clients
• Advanced knowledge of federal gift, estate, and generation-skipping transfer tax regulations
• Experience developing and implementing advanced wealth transfer strategies, including IDGTs and SLATs
• Experience advising business owners on succession and exit-planning strategies, including intrafamily transfers, key-employee acquisitions, third-party sales, and IPOs
• Strong understanding of multigenerational estate planning, charitable giving, life insurance, tax mitigation, and asset protection
• Ability to communicate complex financial and legal concepts clearly to clients and professional partners
• Experience leading high-touch client meetings and coordinating with internal and external specialists
• Established network of attorneys, CPAs, appraisers, real estate professionals, and other centers of influence within the Houston market
• Must currently reside in Houston, TX
• Bachelor’s degree
• CFP®, CPA, JD, or MBA
• Experience supporting fee-based wealth planning engagementsExperience presenting wealth, tax, and estate planning topics at client or prospect events
• Experience coaching or developing less-experienced wealth planning professionals
• Strong emotional intelligence and experience navigating sensitive family dynamics

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].