1w
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Senior Financial Advisor (Client Servicing)
Fort Worth, Texas, United States
$95k-$105k/yr OnsiteFull Time
8+ YOE8+ years client-facing financial planning or wealth management experience; CFP preferred; Series 65 required if no CFP; Life & Health insurance license required; Bachelor's degree.
3w
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Associate Wealth Advisor - Hightower Signature Wealth
Dallas, Texas, United States
OnsiteFull Time
3+ YOE3+ years in investment management, CFP® or working toward CFP, Series 65 or 66, knowledge of financial planning concepts, strong communication and analytical skills, experience with eMoney/Salesforce/Tamarac.
eMoney, Salesforce, Tamarac
2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
2mo
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Private Banking Officer II
Dallas, Texas, United States
OnsiteFull Time
5+ YOE5+ years in relationship management in financial services; NMLS license; Series 7/63; insurance licenses; CFP/CWS preferred; bachelor degree or equivalent.
Microsoft Office
1w
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Planning Consultant - Southlake, TX
Southlake, Texas, United States
OnsiteFull Time
2+ YOEFINRA Series licenses (7,63,66) or ability to acquire, SIE, 2+ years financial services experience, CFP encouraged, proficiency with Salesforce, client profiling and outbound outreach skills.
Salesforce, Glance
1mo
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Trust Advisor
Houston or Nevada or Denver or Los Angeles or Newport Beach or Dallas
$97k-$208k/yr OnsiteFull Time
7+ YOEBachelor's in Finance/Accounting/Law (or related), 7+ years trust & estate administration experience, CTFA/CFP preferred, fiduciary expertise, strong communication, Microsoft Office proficiency.
Microsoft Office Suite
1w
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Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX
Dallas, Texas, United States
$58k-$94k/yr FieldPart Time
3+ YOEBachelor's or equivalent experience, 3+ years financial counseling experience, U.S. citizenship, fluent English, favorable Tier 2 investigation, and one of AFC/CFP/ChFC certifications.
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.
3d
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Regional Director
Minneapolis or Kansas City or St Louis or Dallas
$100k-$125k/yr OnsiteFull Time
5+ YOEBachelor's degree, 5+ years investment wholesale experience, proven sales record, deep IBD/RIA relationships, strong communication and organizational skills, Series 65 or CFP preferred.
Salesforce, Pardot, Seismic, Microsoft Office, Zoom
1mo
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Hydraquip - Regional Sales Manager - South Region (Texas)
Houston or San Antonio or Dallas or Tulsa or Memphis or Denver or Lafayette or Texas
FieldFull Time
5+ YOEBachelor's degree or equivalent experience, CFPS a plus, 5+ years sales experience in fluid power/industrial distribution preferred, strong sales leadership, technical hydraulics knowledge, and excellent communication.
18h
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Wealth Management Academy Professional - Westlake, TX - July/October Cohorts
Westlake, Texas, United States
$22-$42/hr OnsiteFull Time
Bachelor's degree, CFP coursework completed or in progress, willing to travel <10%, motivated for financial planning career, able to study for and pass SIE/Series 7/Series 66, strong communication and adaptability.
3d
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Sr. Financial Planner (Dallas, TX)
Dallas, Texas, United States
$72k-$85k/yr HybridFull Time
6+ YOEBachelor's degree preferred, CFP or equivalent preferred, 6+ years client-facing financial planning experience, proficiency with eMoney/Orion/Morningstar/Holistiplan and Microsoft Office, strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion Risk Intelligence, Holistiplan, SS Analyzer
2w
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Senior Wealth Advisor
Dallas, Texas, United States
$240k/yr HybridFull Time
7+ YOE7+ years financial services experience, bachelor\u0002s degree required, Series 65 or CFP required, experience with high net worth clients, proficiency with eMoney and MoneyGuide Pro, proven sales success.
eMoney, MoneyGuide Pro
2mo
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Manager, Retirement Income – Life Company
Plano, Texas, United States
$90k-$163k/yr HybridFull Time
6+ YOE2+ Mgmt6 years financial services operations; 2 years direct team leadership; FINRA licenses 7, 66 (or 63/65), 24, and 51/53; Life/Health license; CFP/RICP preferred.
1mo
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Senior Lead Trust & Fiduciary Strategist (LO)
Dallas, Texas, United States
OnsiteFull Time
7+ YOE7+ years fiduciary advisory experience; deep trust and estate planning knowledge for HNW/UHNW clients; strong communication and presentation skills; regulatory and LO qualification compliance; JD/CTFA/CPA/CFP desirable.
3w
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AVP, Property Account Engineer
Denver or Houston or Boston or Dallas or Los Angeles or New York City
$130k-$175k/yr RemoteFull Time
10+ YOEUndergraduate degree in engineering or related field preferred, 10+ years insurance risk control experience preferred, expertise in fire protection systems, P-Eng./CFPS or similar certifications desirable, Microsoft Office proficiency.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Manager, Financial Advisors
Dallas, Texas, United States
HybridFull Time
5+ YOELead and develop financial advisors for high-net-worth clients; 5+ years financial services experience, supervisory experience preferred; undergraduate degree or equivalent required; CFP preferred; regulatory license/registration required.
4w
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Risk Engineer (All Levels & Specialty Areas)
Hartford or New York City or Franklin or Coral Gables or Alpharetta or San Antonio or Illinois or Scottsdale or Frisco or Philadelphia or California
$102k-$154k/yr FieldFull Time
Background in risk engineering, safety, or related fields; degree in engineering or related discipline (or equivalent experience); consultative and technical writing skills; familiarity with digital tools; certifications such as CSP, CIH, CPCU, CFPS, or ARM are a plus.
1mo
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AWM, Goldman Sachs Ayco, Training & Development, Associate, Dallas
Dallas or New York City
OnsiteFull Time
Bachelor's degree required; knowledge of financial planning; strong communication, analytical, and project management skills; Microsoft Office, Articulate, and SharePoint proficiency; 3-5 years financial services experience preferred; CFP or CFA preferred.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Windows, Articulate, Microsoft SharePoint
1mo
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Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center
Charlotte or Weehawken or Dallas
OnsiteFull Time
2+ YOEUndergraduate degree required, ideally 2+ years' relevant experience. Requires SIE, Series 7, Series 66 and Life & Health; CFP preferred. Strong communication, regulatory knowledge, annuity experience, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel
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