About this opportunity
Poweredbyconcurrent lists this Senior Director, Central Planning & Advisor Support opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Poweredbyconcurrent is seeking a Director, Central Planning in Dallas to lead paraplanning and advisor-support across a broad range of client planning needs. This senior role delivers comprehensive planning analysis, strategy support, and execution for Concurrent Financial Advisors and their clients within the Operations department.
You will guide retirement, tax-aware planning, estate and trust coordination, education planning, and cash-flow analyses, helping advisors scale practices while
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.