with the Texas Capital Private Wealth team to position and deliver estate planning concepts and strategies with both internal... and guide them through the execution of these processes Coordinate the engagement of Texas Capital Private Wealth clients...
to assimilate all possible information about new business opportunity. 7. Work with Wealth Strategist to maintain active prospect... are required to understand Wealth Strategist (and prospect) needs and respond with the appropriate solutions. This is an office-based position...
POSITION: Tax Strategist COMPANY: REPORTING TO: Da-zha Jones, Director of Planning STATUS: FT Employee (W2... per year START DATE: September 8, 2025 ABOUT THE TAX STRATEGIST POSITION At Melanin Money, we are on a mission to close...