Wealth Planning Strategist

Insight Global; Houston (TX); On-site; USD 160,000 - 220,000; Full time

Job summary

Insight Global is onsite in Houston seeking an experienced wealth planning professional to advise UHNW clients on estate planning, tax mitigation, and wealth transfer. You will collaborate with Wealth Advisors, Private Bankers, and other specialists to design and implement customized planning strategies for high-value clients.

Ideal candidates bring 10+ years in financial, tax, or estate planning, deep knowledge of gift/estate/GST taxes, and proven ability to manage complex family dynamics and

Qualifications

• 10+ years of financial, tax, or estate planning experience.
• Strong knowledge of Gift, Estate, and GST tax planning.
• Experience with advanced wealth transfer strategies (IDGTs, SLATs).
• Experience advising business owners on exit and succession planning.
• Strong communication and client-facing skills.
• Ability to navigate complex financial and family dynamics.

Responsibilities

• Advise UHNW clients on estate planning, wealth transfer, tax mitigation, charitable giving, life insurance, asset protection, and business succession
• Partner with Wealth Advisors, Private Bankers, and Commercial Bankers to identify and support high-value clients and prospects
• Participate in prospect meetings and identify advanced planning opportunities
• Develop and implement customized wealth planning strategies
• Present on estate, tax, and wealth planning topics to clients and prospects
• Build relationships with Centers of Influence, including estate planning attorneys, CPAs, and appraisers
• Collaborate with internal Wealth Planners and other specialists to deliver comprehensive solutions

Skills

Estate planning

Wealth transfer

Tax planning

Client relationships

Business exit planning

UHNW experience

Job description

This is an onsite opportunity focused on supporting affluent, high-net-worth, and ultra-high-net-worth clients with complex wealth planning needs.

What you’ll be doing:

• Advise UHNW clients on estate planning, wealth transfer, tax mitigation, charitable giving, life insurance, asset protection, and business succession
• Partner with Wealth Advisors, Private Bankers, and Commercial Bankers to identify and support high-value clients and prospects
• Participate in prospect meetings and identify advanced planning opportunities
• Develop and implement customized wealth planning strategies
• Present on estate, tax, and wealth planning topics to clients and prospects
• Build relationships with Centers of Influence, including estate planning attorneys, CPAs, and appraisers
• Collaborate with internal Wealth Planners and other specialists to deliver comprehensive solutions

What we’re looking for:

• 10+ years of financial, tax, or estate planning experience supporting HNW/UHNW clients
• Strong knowledge of federal Gift, Estate, and GST tax planning
• Experience with advanced wealth transfer strategies such as IDGTs and SLATs
• Experience advising business owners on exit and succession planning
• Strong communication, relationship-building, and client-facing skills
• Ability to navigate complex financial and family dynamics

Expected compensation is between $160K and $220K depending on experience and educational background!