Advanced Planning Jobs in Texas (NOW HIRING)

About this role:

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with highnetworth (HNW) and ultrahighnetworth (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, taxefficient strategies, and multigenerational planning solutions to sophisticated clients.

In this role, you will:

• Provide highimpact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and longterm 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 subjectmatter 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 clientfriendly manner during client meetings.
• Work closely with internal and external partners to promote wealth planning, elevate planning engagement, and support marketlevel business development strategies.
• Maintain consistent adherence to all risk management, planning protocols, and compliance procedures.

Required Qualifications:

• 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 10+ years of comprehensive financial planning experience serving HNW and UHNW clients, including financial planning, goalsbased 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.
• Advanced degrees and/or professional designations strongly preferred, such as:
  • J.D.
  • MBA
  • M.S. in Taxation
  • CPA
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
• Significant experience serving clients in the $25MM+ networth segment, with demonstrated success building longterm advisory relationships.
• Established professional network and strong local market presence in assigned market(s).

Job Expectations:

• Hybrid work environment
• Ability to travel up to 25%
• This position is not eligible for Visa sponsorship
• This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
• Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Job Location:

• Houston, TX
• Austin, TX

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.