Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies. For more information about joining our team, please visit us at https://www.texascapitalbank.com. Work in partnership and collaboration with the Texas Capital Private Wealth team to position and deliver estate planning concepts and strategies with both internal and external clients Work in conjunction with the Texas Capital Financial Planning team to provide appropriate solutions to the end client Consult with clients and prospects about their estate planning, philanthropic goals, business succession goals and guide them through the execution of these processes Coordinate the engagement of Texas Capital Private Wealth clients along with their outside tax, estate planning, legal, and other trusted advisors Promote all aspects of Texas Capital Private Wealth with outsider professional, estate planning, and charitable organizations Support the Texas Capital Private Wealth Trust Department in reviewing of documents surrounding Trust and Estate Administration Provide referrals to other departments within Texas Capital Private Wealth Possess effective communication to both internal and external clients Basic Insurance Solution knowledge and be able to articulate that to clients and prospects This position could sit in Austin, San Antonio, or Houston Qualifications: JD required 10 Years of similar experience in providing sophisticated estate planning matters required Public speaking experience on estate planning topics strongly preferred The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy. Texas Capital Bank is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big banks at a scale that makes sense for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital Bank, we do more than build business success. We build long lasting relationships. Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital Bank was recently named the #1 most trusted bank in the country on Newsweek’s inaugural list of America’s Most Trusted Companies