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.
In this role, you will:
- 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.
- 7+ years of Wealth Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 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).
- Hybrid work environment
- Ability to travel up to 25%
- This position is not eligible for Visa sponsorship
- This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
- Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
- Houston, TX
- Austin, TX
6 Jul 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
#BI-Hybrid
Skills Required
- 7+ years of Wealth Planning experience
- Ability to travel up to 25%
- Subject to and must pass FINRA background screening requirements
- Experience serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
- 10+ years of wealth transfer, estate planning, and advanced planning experience
- Advanced degree or professional designation (J.D., MBA, M.S. in Taxation, CPA, CFP, CFA)
- Significant experience serving clients in the $25MM+ net-worth segment
- Established professional network and strong local market presence in assigned market(s)
- Hybrid work in Houston or Austin, TX
Wells Fargo Compensation & Benefits Highlights
How does Wells Fargo ensure its pay and bonus plans are competitive?
Wells Fargo ensures its pay and bonus plans remain competitive through a structured, performance-driven compensation philosophy combined with regular market benchmarking. The company’s approach is centered on “pay for performance,” meaning compensation is directly linked to individual contributions, business results, and overall company performance. This includes evaluating how employees meet regulatory expectations, manage risk responsibly, and contribute to long-term value creation.
To maintain market competitiveness, Wells Fargo conducts global compensation reviews using third-party consultants. These reviews assess both base salary and total compensation across the organization, factoring in role, level, tenure, and geographic differences. The company also evaluates pay equity and has reported no significant unexplained pay gaps following its most recent review. This process ensures that compensation remains aligned with industry standards while reinforcing fairness and transparency.
Bonuses and incentives are designed to reward strong performance and support retention of top talent. Compensation programs are structured not only to motivate employees but also to promote prudent risk management and discourage excessive risk-taking—an important consideration in financial services. In addition to performance-based pay, employees benefit from a comprehensive rewards package that includes a 401(k) match (up to 6%), stock purchase opportunities, and other financial wellness resources.
Together, these practices create a compensation framework that balances competitiveness, fairness, and long-term sustainability—helping Wells Fargo attract, retain, and reward talent across its global workforce.
Employee Perspective
“Wells Fargo has given me the opportunity to pursue my master’s degree. With the tuition reimbursement and the support of my managers, I’ve been able to gain some really valuable skills.”
— Destinee Richey, Business Intelligence Consultant
At-a-Glance
- Compensation philosophy: Pay for performance tied to individual, business, and company outcomes
- Market alignment: Global benchmarking with third-party consultants; no significant unexplained pay gaps
- Bonus structure: Performance-based incentives aligned with results and risk management
- Total rewards: 401(k) match up to 6%, stock purchase plan, financial wellness resources
External Signals
- Comprehensive Benefits: Employees give the company high marks for its benefits package, giving it an ‘A-’ rating and a 73% satisfaction score on external review sites (Comparably).
- LinkedIn Top Companies 2025: #3 overall, #1 in financial services
- Disability Equality Index: 100% score (multiple years)
- CAREERS & the disABLED Top Employers 2024: #3 ranking
- Military Friendly Employer (2025): Top 10 Gold Seal
Wells Fargo Insights
What We Do
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.1 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.
Why Work With Us
We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. We ranked in the top 3 on the 2025 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” in the U.S.
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