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Wells Fargo

Senior Lead Wealth Planning Strategist

HOUSTONonsitesenior

Posted yesterday · via Workday

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About this role

About this role: 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. In this role, you will: 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.…

Read the full description on Wells Fargo's site →

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1

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2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

This role is based in HOUSTON. We weight your proximity and willingness to relocate.

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