Wells Fargo Bank
Wells Fargo Bank — Houston, Harris County
About this role: 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 w…
To apply for this job please visit www.adzuna.com.
Working in Houston, Harris County
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