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Wealth Strategies Advisor - Houston, TX

Houston, Texas;

Job Description:

Role Overview

A Strategist in Wealth Strategy answers client's estate and financial planning questions by performing a variety of analyses, creating recommendations for the client based on those analyses and integrating those recommendations into a holistic plan designed to achieve the client's goals. In addition, the Strategist plays a major role in driving increased revenues by partnering with Private Client Advisors/Private Client Managers/Trust Officers/Portfolio Managers on client/prospect calls, and with divisional and market leadership to develop client-focused initiatives.


  • Oversees the planning engagement from start to finish
  • Develops holistic, integrated planning strategies, with a focus on how GWIM can implement those strategies for our clients
  • Delegates effectively to Associate Strategists and Analysts
    Gathers data, runs analyses and develops solutions based on analyses
    Creates final version of client plan
  • Assists in developing and executing marketing and sales efforts, including speaking at seminars and writing articles for publication
  • Proactively helps the Division Executives and Market Executives meet their goals
  • Participates actively in developing new Wealth Strategy capabilities, such as white papers and software tools
  • Keeps current with major developments in tax and estate and financial planning
  • Mentors Associate Strategists and Analysts
  • Occasionally work on Wealth Strategy-wide issues  

Required skills:

  • Gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
  • Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities and business transitions.
  • Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts ,SIDGTs, and GST trusts.
  • Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
  • Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
  • Word, Excel and PowerPoint. 
  • Various Wealth Strategy stochastic models and planning software such as WealthMaster.

Desired Qualifications:

  •  Minimum eight years of planning-related work experience required
  • JD, CPA, CFA or CFP required
  • MST, MBA (or in progress) a plus


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 15% of the time


Talent Acquisition Contact:

Referral Bonus: