Bank of America
Wealth Strategist
Houston +1 · Full-time · Posted Sep 30, 2026
- Location
- Houston
Dallas - Experience
- 7 years of private law firm practice or similar experience is listed as a desired skill.
- Education
- Law degree required.
About the job
Develops and presents customized wealth-transfer, estate, and financial planning strategies for ultra-high-net-worth individuals and families, partnering with Merrill Advisors and supporting client relationships.
What you'll do
- Develop wealth-transfer strategies and customized planning recommendations for UHNW clients and prospects.
- Create and deliver presentations for client meetings and national events; partner with Advisors on solicitation and planning efforts.
- Support retention of UHNW relationships and, as needed, provide client service or author materials on relevant topics.
Nice to have
- 7 years of private law firm practice or similar experience in transfer taxation or trusts and estates, focused on planning for UHNW families and individuals.
- Strong tax, legal research, and writing skills; Series 7 & 66 or ability to obtain within 120 days; proficiency in Microsoft Office Suite and Brentmark Estate Planning Tools (aka NumberCruncher).
Tools
Microsoft Office Suite, Word, Excel, PowerPoint, Brentmark Estate Planning Tools, NumberCruncher
Model-written summary · the original posting is authoritative