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CFO Risk Manager/Analyst

Insurance Planning Director - Wealth Strategy Leader

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: AllianceBernstein
Full Time position
Listed on 2025-12-08
Job specializations:
  • Insurance
    Risk Manager/Analyst
  • Finance & Banking
    CFO, Risk Manager/Analyst
Job Description & How to Apply Below
A leading investment management firm is seeking a Director of Insurance Planning to provide expertise in personal insurance strategies for high-net-worth clients. This role involves analyzing insurance needs, training Financial Advisors, and delivering presentations. The ideal candidate will possess strong analytical and public speaking skills, along with necessary FINRA and insurance licenses. A vibrant, team-oriented work environment awaits the right candidate in Dallas, Texas.
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