More jobs:
Director of Advanced Planning Solutions HNW Wealth
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-15
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Director of Advanced Planning Solutions to lead a team that supports high-net-worth clients. This role involves developing advanced planning strategies and ensuring strong collaboration with internal teams to enhance the advisor and client experience. Candidates should have over 12 years of experience in complex financial planning for high-net-worth clients and a deep understanding of estate planning and risk management.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×