Texas Licensed Family Wealth Strategist

Job Summary

To support a high-net-worth clientele, the full-time Texas Licensed Family Wealth Strategist will design and integrate wealth management strategies, acting as the primary liaison between clients and advisors while working remotely.

Key responsibilities

• Coordinate all aspects of the client's integrated financial plan among family members, internal teams, and external partners
• Conduct thorough discovery to align the family's long-term objectives with their financial strategies
• Manage the delivery of planning components to ensure timely execution and a seamless client experience

Required qualifications

• Juris Doctor (JD) degree required
• CERTIFIED FINANCIAL PLANNER designation required; other advanced degrees or designations (MBA, CFA, CPA) are desirable
• Minimum 12 years of experience in wealth management or financial planning with U/HNW clients
• Experience working with family offices is highly desirable
• Strong expertise in various areas of wealth management, including estate and business planning