Westwood Wealth, based in Dallas, seeks a SVP, Wealth Strategist, Director of Planning & Compliance to lead sophisticated planning for UHNW clients and oversee the firm’s planning and compliance functions. The role collaborates with internal teams and external advisors to deliver integrated, high-touch wealth solutions.
Candidates bring initiative, discretion, and a proactive approach to engagement, guiding strategic planning standards and client-focused outcomes.
#J-18808-LjbffrSenior Wealth Strategist - Planning & Compliance Leader in dallas at Unknown Company
This position is listed as full time and onsite.