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Hybrid Senior Wealth Planning Strategist HNW
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-12
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services provider is seeking a Senior Advanced Planning Solutions Consultant to develop sophisticated wealth strategies for high-net-worth clients. The role involves building relationships with advisors, guiding them in financial planning, and ensuring compliance with regulations. Ideal candidates have extensive experience in wealth planning and strong communication skills. Competitive compensation and benefits offered.
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Position Requirements
10+ Years
work experience
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