Senior Lead Wealth Planning Strategist Job at Wells Fargo (Houston)

Job Description

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, as well as attracting new client relationships with $10MM+ in investable assets. This role serves as a strategic advisor, delivering comprehensive, customized wealth planning, wealth transfer, tax‑efficient strategies, and multi‑generational planning solutions to sophisticated clients.

Job Responsibility

Provide high‑impact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and long‑term planning needs
Partner with Advisors to identify, develop, and convert new business opportunities with HNW and UHNW clients
Deliver comprehensive planning across key areas including: Cash flow analysis
Insurance analysis and risk management
Education funding strategies
Executive compensation and stock option planning
Asset allocation and portfolio analysis
Income tax planning strategies
Charitable and philanthropic planning
Business succession strategies
Asset protection and estate planning / wealth transfer strategies
Act as a subject‑matter expert to clients and Advisors on advanced planning concepts, wealth structuring, and wealth planning solutions
Coach and educate Advisors to help them independently deliver financial planning guidance to a broader base of clients
Prioritize collaboration with Advisors who serve the firm’s largest and most complex client relationships, ensuring tailored planning and elevated client experience
Present sophisticated planning recommendations in a clear, actionable, and client‑friendly manner during client meetings
Work closely with internal and external partners to promote wealth planning, elevate planning engagement, and support market‑level business development strategies
Maintain consistent adherence to all risk management, planning protocols, and compliance procedures

Requirements

7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
10+ years of comprehensive financial planning experience serving HNW and UHNW clients, including financial planning, goals‑based strategies, private banking, retirement strategies, and specialized U/HNW solutions
10+ years of wealth transfer, estate planning, and advanced planning experience working with UHNW clients and complex family structures
J.D.
MBA
M.S. in Taxation
CPA
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Significant experience serving clients in the $25MM+ net‑worth segment, with demonstrated success building long‑term advisory relationships
Established professional network and strong local market presence in assigned market(s)

Nice to have

J.D.
MBA
M.S. in Taxation
CPA
Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)
Significant experience serving clients in the $25MM+ net‑worth segment, with demonstrated success building long‑term advisory relationships
Established professional network and strong local market presence in assigned market(s)

Wells Fargo - All Job Offers

Select Country

Senior Lead Wealth Planning Strategist

Job Description

Job Responsibility

Requirements

Nice to have

Looking for more opportunities?

Senior Lead Wealth Planning Strategist

Senior Lead Trust & Fiduciary Strategist

Pharmacy Technician

Pharmacy Technician

Responsável de área (Lisboa)

Public Safety Technology Deployment Engineer

Sap S/4hana Sac Planning Lead

Pharmacy Technician

Physical Therapy Aide

Our AI answers in your language