UHNW Wealth & Estate Planning Advisor

Texas Capital Bank; Houston (TX); On-site; USD 170,000 - 260,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aids

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank seeks an experienced attorney to advise UHNW clients and Family Offices on sophisticated estate planning, trust administration, and private wealth matters. The role partners with Private Client Advisors, Relationship Managers, and product specialists to tailor comprehensive wealth plans.

Responsibilities include guiding clients through complex planning, facilitating transitions, and aligning strategies with long-term goals, while ensuring regulatory compliance and risk

Qualifications

• Juris Doctorate with active Texas license or eligibility for in-house practice

Responsibilities

• Advise UHNW clients, Family Offices, entrepreneurs on estate planning, business succession, and philanthropic decisions.

Skills

UHNW client management

Estate planning

Trust administration

Business succession

Philanthropy strategies

Cross-functional collaboration

Education

Juris Doctorate (JD) from ABA-accredited law school

Tools

Luminary

MS Office (Teams, Word, Excel, PowerPoint)

Job description

Texas Capital Bank seeks an experienced attorney to advise UHNW clients and Family Offices on sophisticated estate planning, trust administration, and private wealth matters. The role partners with Private Client Advisors, Relationship Managers, and product specialists to tailor comprehensive wealth plans.

Responsibilities include guiding clients through complex planning, facilitating transitions, and aligning strategies with long-term goals, while ensuring regulatory compliance and risk