Senior Lead Wealth Planning Strategist

Wells Fargo & Company • Austin, TX

20h • Hybrid

About The Position

The Senior Lead Wealth Planning Strategist is a key contributor within Wealth & Investment Management, responsible for deepening and expanding relationships with high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, as well as attracting new client relationships with $10MM+ in investable assets. This role serves as a strategic advisor, delivering comprehensive, customized wealth planning, wealth transfer, tax‑efficient strategies, and multi‑generational planning solutions to sophisticated clients.

Requirements

• 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

• 10+ years of comprehensive financial planning experience serving HNW and UHNW clients, including financial planning, goals‑based strategies, private banking, retirement strategies, and specialized U/HNW solutions.
• 10+ years of wealth transfer, estate planning, and advanced planning experience working with UHNW clients and complex family structures.
• Advanced degrees and/or professional designations strongly preferred, such as: J.D., MBA, M.S. in Taxation, CPA, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).
• Significant experience serving clients in the $25MM+ net‑worth segment, with demonstrated success building long‑term advisory relationships.
• Established professional network and strong local market presence in assigned market(s).

Responsibilities

• Provide high‑impact, customized wealth planning advice to clients and prospects through deep discovery and understanding of financial goals, investment objectives, family dynamics, and long‑term planning needs.
• Partner with Advisors to identify, develop, and convert new business opportunities with HNW and UHNW clients.
• Deliver comprehensive planning across key areas including: Cash flow analysis, Insurance analysis and risk management, Education funding strategies, Executive compensation and stock option planning, Asset allocation and portfolio analysis, Income tax planning strategies, Charitable and philanthropic planning, Business succession strategies, Asset protection and estate planning / wealth transfer strategies.
• Act as a subject‑matter expert to clients and Advisors on advanced planning concepts, wealth structuring, and wealth planning solutions.
• Coach and educate Advisors to help them independently deliver financial planning guidance to a broader base of clients.
• Prioritize collaboration with Advisors who serve the firm’s largest and most complex client relationships, ensuring tailored planning and elevated client experience.
• Present sophisticated planning recommendations in a clear, actionable, and client‑friendly manner during client meetings.
• Work closely with internal and external partners to promote wealth planning, elevate planning engagement, and support market‑level business development strategies.
• Maintain consistent adherence to all risk management, planning protocols, and compliance procedures.

Benefits

• Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
• They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.
• There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed