SVP, Wealth Strategist, Director of Planning & Compliance
WES1033WESTH is hiring for SVP, Wealth Strategist, Director of Planning & Compliance in Dallas, TX. Executive level. First seen October 4, 2026; open as of November 12, 2026. Jobs taken straight from company career pages — no aggregator in between.
With Destava: How well do you fit? · Tailor my résumé · Write a cover letter
- Company
- WES1033WESTH
- Where
- Dallas, TX
- Level
- Executive
- First seen
- October 4, 2026
- Listed via
- UKG
What the posting says
In close collaboration with internal teams and external advisors, this role designs and delivers sophisticated, strategic wealth solutions aligned with family and business goals. The ideal candidate brings initiative, accountability, discretion, and a proactive approach to every engagement. In addition to client-facing work, this role leads the firm’s comprehensive planning function, advancing complex financial planning standards, improving planning work product, and supporting advisors in delivering integrated advice to families with sophisticated needs. Employment: Full-time
Read more and apply on WES1033WESTH's site
More jobs like this
Investment Consultant II - Merrill Premium
Save to applyInvestment Consultant II - Merrill Premium
Save to applyWealth Management Banking Specialist
Save to applyWealth Management Client Associate
Save to apply
See all 44 Personal Financial Advisors jobs in Dallas
A search agent finds the jobs this list misses: the ones that mean the same without the same words. Have Destava watch for svp, wealth strategist, director of planning & compliance jobs in Dallas, TX, new matches every morning on your own account.
This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA). Used under the CC BY 4.0 license. O*NET® is a trademark of USDOL/ETA.