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Wealth Protection Strategy Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Cetera Financial Group
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Wealth Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Dallas is seeking a Wealth Protection Strategies Manager to lead the development of insurance and risk management solutions. Responsibilities include establishing the department, consulting clients on needs assessments, and collaborating with wealth managers on comprehensive financial strategies. Ideal candidates have at least 5 years of Long-Term Care insurance experience and strong communication skills.

This role offers a competitive salary and a hybrid work model.
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