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Director of Advanced Planning HNW Wealth
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-14
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Manager -
Management
Wealth Management, Financial Manager
Job Description & How to Apply Below
A leading financial services company in Dallas is seeking a Director of Advanced Planning Solutions to lead a team in developing sophisticated wealth strategies for high-net-worth clients. The role requires 12+ years of experience in financial planning, leadership in mentoring teams, and proficiency in financial planning software. This position offers a collaborative environment and inclusive benefits, emphasizing employee well-being and professional growth.
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