UBS
A global wealth management firm in Houston is seeking a Wealth Strategist to work alongside Financial Advisors, engaging Ultra High Net Worth clients in advanced wealth transfer and philanthropic discussions. The role requires a JD, over 10 years in legal or accounting practice, and expertise in estate planning. Candidates should possess strong collaboration and project management skills while maintaining a proactive and professional demeanor. This position requires active participation in the Ultra High Net Worth market to enhance UBS's profile.
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