UHNW Wealth Strategist & Estate Planner

Texas Capital Bank; Houston (TX); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Wellness program

401K retirement match

Paid holidays

PTO

Job summary

Texas Capital Bank in Houston, TX seeks a Sr. Wealth Strategist to guide UHNW families through estate planning, business succession, and philanthropic strategies.

You will partner with Private Client Advisors and product specialists to craft tailored wealth plans and maintain high-touch client service. The role requires a JD, Texas license, and at least 10 years of experience, with demonstrated ability to influence senior leaders and complex client groups.

Qualifications

• Juris Doctorate from an ABA-accredited school and Texas license.
• Minimum 10 years of experience in estate planning, trust administration, and private wealth.
• Ability to influence senior-level prospects and UHNW clients.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide advanced estate planning and trust guidance for UHNW clients.
• Coordinate with internal teams to deliver integrated wealth solutions.
• Engage senior stakeholders and high-profile clients to drive relationships.
• Ensure compliant risk management and regulatory alignment.

Skills

UHNW advisory

Stakeholder influence

Estate planning

Philanthropy strategy

Education

Juris Doctorate (JD)

Texas Bar License

Tools

MS Office

Luminary

Job description

Texas Capital Bank in Houston, TX seeks a Sr. Wealth Strategist to guide UHNW families through estate planning, business succession, and philanthropic strategies.

You will partner with Private Client Advisors and product specialists to craft tailored wealth plans and maintain high-touch client service. The role requires a JD, Texas license, and at least 10 years of experience, with demonstrated ability to influence senior leaders and complex client groups.