Senior Wealth & Tax Planning Strategist
Listed on 2026-10-20
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Finance & Banking
Wealth Management
Nuveen seeks a Wealth Planning Strategist to deliver sophisticated estate and tax planning guidance for high-net-worth clients, partnering with Wealth Management Advisors to strengthen relationships and drive financial services growth. You will help educate clients, draft materials, and contribute to internal knowledge sharing.
Candidates should have 5+ years in estate/tax planning, a JD degree, and experience presenting complex topics.
For the Senior Wealth & Tax Planning Strategist position at Nuveen, we are reviewing applications now.
As a Senior Wealth & Tax Planning Strategist, you will play an important part at Nuveen in Frisco, TX, United States.
We invite applications for the Senior Wealth & Tax Planning Strategist position located in Frisco, TX, United States.
The following opening is for a Senior Wealth & Tax Planning Strategist with Nuveen.
Our team is growing, and we are hiring a Senior Wealth & Tax Planning Strategist in Frisco, TX, United States.
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