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Director of Wealth Planning & Estate Strategy
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-23
Listing for:
TwinThread
Full Time
position Listed on 2026-06-23
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Twin Thread is seeking an Executive Director, Wealth Planner, with extensive knowledge in tax and trusts & estates law. The role requires effective communication skills to engage with clients and field leadership.
Key responsibilities include developing content on wealth management strategies, mentoring Advisors, and driving business results. Candidate must have a strong ethical standard and experience in individual planning, along with a proven ability to coach others.
This position offers competitive compensation along with a comprehensive benefits package.
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