Wealth Strategist

Texas Capital•Houston, TX

About The Position

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies

Requirements

JD required
10+ Years of similar experience in providing sophisticated estate planning matters required

Nice To Haves

Public speaking experience on estate planning topics strongly preferred

Responsibilities

Work in partnership and collaboration with the Texas Capital Private Wealth team to position and deliver estate planning concepts and strategies with both internal and external clients
Work in conjunction with the Texas Capital Financial Planning team to provide appropriate solutions to the end client
Consult with clients and prospects about their estate planning, philanthropic goals, business succession goals and guide them through the execution of these processes
Coordinate the engagement of Texas Capital Private Wealth clients along with their outside tax, estate planning, legal, and other trusted advisors
Promote all aspects of Texas Capital Private Wealth with outsider professional, estate planning, and charitable organizations
Support the Texas Capital Private Wealth Trust Department in reviewing of documents surrounding Trust and Estate Administration
Provide referrals to other departments within Texas Capital Private Wealth
Possess effective communication to both internal and external clients
Basic Insurance Solution knowledge and be able to articulate that to clients and prospects