86 associate wealth management jobs at 13 companies in Dallas, TX
3mo
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Wealth Management Associate
Dallas or Addison
OnsiteFull Time
3+ YOE4-year degree in finance or business; 3+ years sales support; client service/relationship mgmt a plus; Salesforce/CRM a plus; strong organization and communication; willing to learn financial services.
Salesforce, MS Office, Excel, Word, PowerPoint
6d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
5d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1mo
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Wealth Management Associate, Disbursement Team - Wealth Advice Center
Dallas, Texas, United States
OnsiteFull Time
Bachelor's degree required; SIE before start; Series 7 and Series 66 to be obtained within 150 days; client-focused with strong communication, detail orientation, and Microsoft Suite proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
Requires FINRA SIE, Series 7 and Series 66 (63/65 acceptable), advanced investment product knowledge, client service orientation, strong communication, and ability to learn new technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Registered Wealth Management Client Associate
Dallas, Texas, United States
OnsiteFull Time
1+ YOEHolds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), high school diploma/GED, 1+ year experience, strong client service skills, proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Senior Wealth Associate
Houston or Dallas or Chicago
OnsiteFull Time
5+ YOE5+ years client service experience (trust/investment management preferred). Bachelor's degree preferred. CFP in progress preferred. Unrestricted U.S. work authorization required; no visa sponsorship.
1w
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - Dallas
Dallas, Texas, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4+ years of relevant private wealth, family office, financial planning, tax, accounting, or trust and estate planning experience. Requires advanced Excel modeling and SIE, Series 7, and Series 63 exams.
Microsoft Excel
2mo
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Associate Counsel, Integrity Wealth
Dallas, Texas, United States
OnsiteFull Time
3+ YOE3-5 years transactional experience in wealth/asset management; strong drafting; familiarity with Advisers Act; financial services industry experience.
2mo
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Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate
Jersey City or New York or Newark or Columbus or Plano
$100k-$150k/yr OnsiteFull Time
2+ YOE2+ years in wealth management/financial services; product or project management experience; create and document requirements; stakeholder management; proficiency with Excel and PowerPoint; JIRA and AI tooling experience desirable.
Cline, Claude, JIRA, Bitbucket, Microsoft Excel, PowerPoint
2mo
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Sr. Associate Advisor Consultant, Strategic Wealth
New York City or Austin or Chattanooga or Chicago or Dallas or Houston or Knoxville or Memphis or Midland or Nashville or Plano or Round Rock or Southlake or St. Charles or Sugar Land or Texarkana or The Woodlands or United States
$70k/yr RemoteFull Time
2+ YOERequires FINRA Series 7 & 63, 2+ years in asset management sales or as a financial advisor, ability to reside in market and travel, strong presentation and relationship-building skills, and bachelor’s degree preferred.
CRM
1mo
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
3+ YOEBachelor's degree and 3+ years in accounting, investment management, wealth management, family office, or related financial services; strong analytical, communication, and Excel/PowerPoint skills; CPA or CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1d
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Associate, Investor Relations
Austin or Dallas or Miami or United States
RemoteFull Time
3+ YOERequires 3+ years in investor relations, capital markets, wealth management, fund administration, or financial-services client success; strong communication, CRM and AI fluency, operational precision, and relationship-management skills.
CRM, Claude, ChatGPT, DocuSign, Zoom, Riverside, Yardi, Juniper Square, InvestNext, SyndicationPro
1d
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
5d
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Client Experience Associate, Advisor Dedicated
Irving or Dallas or New York
HybridFull Time
4+ YOERequires 4+ years of client-facing wealth management experience, full client lifecycle ownership, strong communication, sound judgment, custodial platform, trading/rebalancing tool, and CRM experience.
DocuSign, 55ip, Ramp, CRM
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