Senior Wealth Planning Strategist, Houston, TX
Amegy Bank
- Experience
- 10+ yrs
- Location
- Houston, Texas, United States
- Job type
- Full-time
About the role
Bachelor's degree required; CFP, CPA, JD, or MBA preferred; 10+ years experience in financial, tax, or estate planning for high-net-worth clients; advanced knowledge of federal transfer tax system; experience with wealth transfer strategies and business exit planning.
About Amegy Bank
A Texas commercial bank serving Texans through personal and business banking.
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