Sr. Wealth Planning Strategist

Required Skills & Experience

10+ years of experience in any of the following:

• Financial, tax, estate, or wealth planning for high-net-worth and ultra-high-net-worth clients
• Advanced knowledge of federal gift, estate, and generation-skipping transfer tax regulations
• Experience developing and implementing advanced wealth transfer strategies, including IDGTs and SLATs
• Experience advising business owners on succession and exit-planning strategies, including intrafamily transfers, key-employee acquisitions, third-party sales, and IPOs
• Strong understanding of multigenerational estate planning, charitable giving, life insurance, tax mitigation, and asset protection
• Ability to communicate complex financial and legal concepts clearly to clients and professional partners
• Experience leading high-touch client meetings and coordinating with internal and external specialists
• Established network of attorneys, CPAs, appraisers, real estate professionals, and other centers of influence within the Houston market
• Must currently reside in Houston, TX
• Bachelor’s degree

Nice to Have Skills & Experience

• CFP®, CPA, JD, or MBA
• Experience supporting fee-based wealth planning engagements
• Experience presenting wealth, tax, and estate planning topics at client or prospect events
• Experience coaching or developing less-experienced wealth planning professionals
• Strong emotional intelligence and experience navigating sensitive family dynamics

Job Description

Insight Global is seeking a Senior Wealth Planning Strategist to join one of their top banking clients in Houston, TX, supporting their Wealth Management division. We are looking for a sharp, highly experienced wealth planning professional with a strong background advising high-net-worth and ultra-high-net-worth clients on complex estate planning, wealth transfer, tax mitigation, business succession, charitable giving, risk management, and asset protection strategies. This individual will serve as a trusted connector between clients, Wealth Advisors, Private Bankers, Commercial Bankers, attorneys, CPAs, appraisers, and other industry professionals. They will lead and coordinate high-touch client and prospect meetings, identify advanced planning opportunities, and collaborate with internal wealth planning teams to develop and implement customized recommendations. This individual must currently reside in Houston and bring an established professional network within the local wealth management community.